Prospecting
Manage your lead pipeline — from first contact to converted client.
Overview
The Prospecting module is the entry point for new business. Every potential client starts as a prospect. You track them through interactions, schedule follow-ups, and convert them to deals when they're ready to buy.
New LeadFollow-up ScheduledContactedQualifiedConverted
Creating a Prospect
- 1.Navigate to Prospecting in the sidebar and click New Prospect.
- 2.Fill in the required fields: Name, Email, and optionally Company, phone, and source.
- 3.Set a follow-up date. This will surface the prospect in your reminders.
- 4.Add any initial notes — context from your first conversation.
- 5.Click Save. The prospect now appears in your list.
Managing Follow-ups
Follow-up dates are central to the prospecting workflow. Set a date after every interaction. When the date arrives, the prospect is surfaced in the Needs Follow-up view.
Best Practice
Always set a follow-up date before closing a prospect record. Prospects without follow-up dates fall through the cracks.
Converting to a Deal
When a prospect is ready to proceed, convert them to a deal:
- Open the prospect record
- Click Convert to Deal
- Set the deal value and expected close date
- The prospect status changes to Converted