Adding Prospects

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

Path: header → Add Prospect

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

Required fields

• First name
• Last name
• Pipeline — stage defaults to Unassigned unless you pick a stage

Optional fields

Email, phone, title, company, office, source, license status (Not Started / In Progress / Licensed), labels, address, and notes.

Steps

1. Click Add Prospect on Dashboard, Pipeline, or Conversations.
2. Fill first name, last name, and pipeline.
3. Add contact info and labels you already know.
4. Save. Prospect Details opens.

After save

If another prospect already has the same email or phone, Details may show a duplicate alert. See Merge Duplicates.

You are the owner unless you change it. Use My Prospects on Pipeline to see only people you own.