Prospects

Adding Prospects

Create one prospect at a time from Today, Pipeline, or Conversations.

Path: header → Add Prospect (on a phone, the + button)

For a spreadsheet, use Import Prospects. To have the assistant create one, see AI Assistant.

View-only users can't add prospects.

Required fields

• First name
• Last name

Everything else is optional.

Pipeline and stage

• Pipeline: if you leave it blank, the prospect goes in your account's default pipeline (the form shows Defaults to …).
• Stage: if you leave it blank, the prospect starts in that pipeline's default stage.

Optional fields

• Email address and Phone number
• Additional Fields: Title, Company, Office, Source (pick one or add a new source), License Status (Not Started, In Progress, Licensed), and Labels
• Add Address: street, city, state or province, and postal code
• Add Notes: a first note on the timeline

Steps

1. Click Add Prospect on Today, Pipeline, or Conversations.
2. Enter first and last name.
3. Add the email and phone if you have them.
4. Pick a pipeline and stage, or keep the defaults.
5. Open Additional Fields, Add Address, or Add Notes for anything else you know.
6. Click Add New Prospect. Their record opens.

Duplicate check

When you leave the email or phone field, HiringCenter checks for a prospect who already has it:

• No existing prospects found means you're clear.
• Existing prospect: with a name means that person is already in HiringCenter. Click the name to open their record.

If you save anyway, Existing Prospect Found appears and HiringCenter doesn't create a second record. Click View Existing Prospect to work with the one you have. To clean up duplicates that already exist, see Merge Duplicates.

After save

You're the owner of every prospect you add. To hand it to someone else, change the owner on Prospect Details. Use My prospects on Pipeline to see only people you own.