# Prospects ⛭

See [Ref #](/setup/configuration/ref.md)

See [Documents and Templates](/setup/configuration/document-templates.md)[ ⛭](/setup/configuration/document-templates.md)

The Prospect Configuration Document is used to configure the unique Ref # assigned to a new Prospect. The Ref # can be generated automatically (if the value is \[auto]) or entered manually. For more information on Ref # use and configuration see [Working with Reference numbers (Ref #)](/setup/configuration/ref.md).

To configure Prospects, from the Explorer click <mark style="color:orange;">Setup > Configuration</mark> this displays the Configuration page. Then Click 'Prospect', this displays the Prospect Configuration Document which can then be edited and saved as required.


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