If you use our CRM and have a ton of “leads”, customers and contacts who are still prospects and have not yet been sold anything, it can be confusing to see these leads and prospects in the project key info and resources tabs. We now limit the customer list to non-prospects and the resources list to employees and customer contacts. When an opportunity is closed the customer of that opportunity is also automatically changed from customer type “prospect” to “customer”. This is particularly important if you automatically create a project automatically when an opportunity is closed