Set up prospects or customers

Article • 4/27/2026 • 1 min read

Before you use Made2Manage to maintain accounts receivable, you must set up basic information about your prospects or customers.

To set up prospects or customers

  1. Add prospects or customers to Made2Manage.
  2. Set financial information for prospects or customers.
  3. Set sold-to and ship-to addresses for prospects or customers.
  4. Check reports about prospects or customers.