Details
Prospect Details is the record for one person: their conversation, contact fields, owner, what's next, communication preferences, and the Activity timeline.
Path: click a pipeline card, a search result, a row on Today, or a prospect in Conversations.
Layout
On a computer, the conversation is on the left and the details are on the right, so you can message and edit without switching screens. On a phone, tap the i icon to see details and the back arrow to return to the conversation.
The header shows the name, phone, and email (each with a copy button), plus:
- Star to highlight the prospect. Starred prospects get a star on their pipeline card and a Starred filter.
- Arrows to step to the newer or older prospect in the same stage (managers and users step through the prospects they own)
- Close
What you see
From top to bottom:
- Duplicate alert when other prospects share this email or phone. See Merge Duplicates.
- Owner: who the prospect belongs to. Click to change it.
- Next up: the next thing scheduled for this person, such as a task, a meeting to review, a queued message, an upcoming meeting, or a scheduled campaign. Click it to jump to that item. When nothing is scheduled it reads Nothing, with Create a task and a sparkle button that has HiringCenter AI create one for you. A green Hired chip appears once a hire is logged.
- Delete (trash icon): admins, owners, and the prospect's owner. HiringCenter suggests moving them to an Archive stage instead, which keeps their history.
- HiringCenter AI summary: a short summary of who this person is and where things stand. Use the copy button to paste it elsewhere.
- One-time sends and sequences: campaigns this person is part of. See Campaigns.
- Production: transactions and production numbers, when your account tracks them.
- Prospect fields (see below)
- Change History and Communication Preferences
- Core Capacities Index (CCI) results and a snapshot link, when your account uses assessments
- Activity: notes, tasks, meetings, shares, hires, and transactions
Edit a field
The Prospect section reads Click any field to edit when you're allowed to. Click a field, change it, and save.
Fields: created date, name, phone, email, address, company, title, stage, office, license status, source, and labels.
- Address: HiringCenter shows how many miles the prospect is from their assigned office, with a map. mark as OOA flags someone as out of area.
- Office: pick one, or click Assign closest office to use the prospect's address.
- Stage: you can also drag the card on Pipeline.
- Labels: search for a label or type a new one to add it.
Admins, owners, and the prospect's owner can edit fields. Admins and owners can change any owner. The current owner can hand their own prospect to someone else.
If you change the phone or email to one another prospect already has, Contact Conflict opens so you can merge the two or keep them separate.
Change History
Change History lists past edits: what changed, from what, to what, and who changed it.
Communication preferences
Communication Preferences has a chip each for Texts, Emails, and Calls. Green means subscribed. Red means unsubscribed.
If someone asks to stop texts or emails, click that chip and confirm. Opt-outs from the prospect (for example replying STOP) and bounced emails update these automatically. Campaigns and sequences skip channels a person is unsubscribed from.
The Activity timeline
Use the buttons at the top of Activity to add a Note, Task, Meeting, Share, Hire, or Transaction. Everything appears in date order, with pinned notes at the top. Filter the timeline to one type (for example Tasks Only) to focus.
View-only users can't add activities.
Icons on pipeline cards
See Pipeline → Prospect cards for what each icon and chip means.