Prospects

A prospect is a candidate or contact in your pipeline. Every prospect has an owner, a stage, and an activity timeline (notes, tasks, meetings, shares, hires, transactions).

Open a prospect from Search, a Pipeline card, a Dashboard task row, or the right pane in Conversations.

Lessons in this group

• Adding Prospects
• Details
• Notes
• Tasks
• Meetings
• Share with Manager
• Hires
• Transactions
• Import Prospects
• Search Prospects
• Merge Duplicates

Everyday path

1. Add or Import the person.
2. Put them on the right pipeline and stage.
3. Add a note or task.
4. Start a conversation to text, email, or call.
5. Log meetings, and later hires or transactions.

View-only users have limited ability to add or edit activities.