Skip to main content
Create a prospect when you have a potential client to track. Prospects help you manage your sales pipeline separately from your active client relationships.

​
Create a prospect

1

Open the prospect list

Click Prospects in the sidebar to view your prospect list.
2

Start creating

Click the + New prospect button in the top-right corner.
3

Enter the head of household

Fill in the first and last name of the primary contact. This person becomes the head of household.
4

Add contact information

Enter an email address or phone number. At least one contact method is recommended for follow-up.
5

Save the prospect

Click Create to add the prospect to your book.
Your new prospect appears in the prospect list and you’re taken to their detail page.

​
Required information

To create a prospect, you only need:
  • Name — At least a first name or last name for the head of household
Unlike clients, prospects don’t require a contact method—though having one makes follow-up easier.

​
Add from different sources

​
From a referral

When an existing client refers someone:
1

Create the prospect

Add the referred person as a new prospect.
2

Note the referral source

Add a note indicating who referred them and any context they provided.
3

Create a follow-up task

Add a task to reach out within your target timeframe.

​
From an event or seminar

After meeting potential clients at an event:
1

Create prospects for attendees

Use Create more mode to quickly add multiple prospects.
2

Tag them consistently

Apply a tag like “2024 Seminar” to track the source.
3

Enroll in a sequence

Add them to a follow-up email sequence for nurturing.

​
Create multiple prospects

To add several prospects in quick succession:
1

Enable 'Create more' mode

In the create dialog, toggle on Create more at the bottom.
2

Create the first prospect

Enter the prospect information and click Create.
3

Continue adding

The dialog stays open. Enter the next prospect and repeat.
4

Finish

Click Cancel or press Escape when done.

​
Add tags during creation

Categorize prospects as you create them:
  • In the create dialog, click Add tags
  • Select tags that help you organize and filter later
  • Common tags: referral source, event name, lead quality

​
Add household members

After creating a prospect, add additional family members:
1

Open the prospect record

Navigate to the prospect’s detail page.
2

Go to the Household tab

Click Household in the navigation.
3

Add a member

Click Add member and choose the role (Partner, Dependent child, Other adult, Other dependent).
4

Enter their information

Fill in the person’s name and contact details.

​
Create an opportunity

Link a prospect to a sales opportunity to track their progress through your pipeline:
1

Open the prospect record

Navigate to the prospect’s detail page.
2

Create opportunity

Click Add opportunity or navigate to Opportunities and create one linked to this prospect.
3

Set details

Enter the potential AUM, expected close date, and current pipeline stage.
Learn more about opportunities

​
Next steps

Convert to client

When a prospect becomes a customer

Email sequences

Nurture prospects automatically

Opportunities

Track deals through your pipeline

Create tasks

Add follow-up tasks