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Once you’ve created a prospect, you’ll work with their record to track interactions, update information, and move them through your sales process. This guide covers day-to-day prospect management.

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The prospect record

A prospect record contains:
  • Household information — Name, members, contact details
  • Activity feed — Emails, meetings, notes, tasks
  • Opportunities — Linked deals in your pipeline
  • Tags — Categories for organization

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Update prospect information

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Edit basic details

1

Open the prospect record

Click on the prospect in your prospect list.
2

Click edit

Click the edit icon or directly click on the field you want to change.
3

Make changes

Update the household name, contact info, or other details.
4

Save

Changes save automatically or click Save.

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Add household members

Prospects can have multiple people, just like clients:
1

Go to Household tab

In the prospect record, click Household.
2

Add member

Click Add member and select the role (Partner, Dependent, etc.).
3

Enter details

Fill in their name and contact information.

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Track interactions

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Log emails

Emails with prospects are automatically tracked when you’ve connected your email integration. You can also:
  • Send emails directly from the prospect record
  • View email history in the activity feed
  • Track opens and responses

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Add notes

1

Open the prospect record

Navigate to the prospect’s detail page.
2

Add a note

Click Add note or press the keyboard shortcut.
3

Write your note

Document your conversation, insights, or next steps.
4

Save

The note appears in the activity feed.

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Create tasks

1

Open the prospect record

Navigate to the prospect’s detail page.
2

Add a task

Click Add task or press Shift + T.
3

Set details

Enter the task title, due date, and assignee.
4

Save

The task is linked to this prospect.

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Organize with tags

Tags help you categorize and filter prospects:

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Add tags

1

Open the prospect record

Navigate to the prospect’s detail page.
2

Find tags section

Look for the Tags area in the record.
3

Add a tag

Click Add tag and select from available tags.

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Common prospect tags

  • Lead source — Referral, Website, Event, Cold outreach
  • Lead quality — Hot, Warm, Cold
  • Industry — If relevant to your practice
  • Timeline — Ready now, 6 months, 1 year+

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Filter by tag

1

Open Prospects

Click Prospects in the sidebar.
2

Add filter

Click Filter → Tags.
3

Select tags

Choose one or more tags to filter by.

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Work with opportunities

Link prospects to opportunities to track them through your sales pipeline:

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Create an opportunity

1

Open the prospect record

Navigate to the prospect’s detail page.
2

Add opportunity

Click Add opportunity.
3

Fill details

Enter the opportunity name, potential value, and expected close date.
4

Save

The opportunity is linked to this prospect.

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View linked opportunities

From the prospect record, you can see all opportunities associated with this household and their current pipeline stage. Learn more about opportunities

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Assign prospects

Assign prospects to team members for clear ownership:
1

Open the prospect record

Navigate to the prospect’s detail page.
2

Find assigned to

Look for the Assigned to field.
3

Select a user

Choose the team member responsible for this prospect.
Filter prospects by assignee to see your own pipeline or review team workload.

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Change prospect status

Prospects have a status that tracks their state:
StatusMeaning
ActiveCurrently being worked
InactivePaused, not currently pursuing
ArchivedNo longer a prospect, kept for records
To change status:
1

Open the prospect record

Navigate to the prospect’s detail page.
2

Find status

Look for the Status field.
3

Select new status

Choose Active, Inactive, or Archived.

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Bulk actions

Perform actions on multiple prospects at once:
1

Open Prospects

Click Prospects in the sidebar.
2

Select prospects

Check the boxes next to prospects you want to update.
3

Click Bulk actions

Choose from available actions:
  • Add/remove tags
  • Change assigned user
  • Promote to client
  • Archive

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Enroll in sequences

Add prospects to email sequences for automated nurturing:
1

Open the prospect record

Navigate to the prospect’s detail page.
2

Add to sequence

Click Add to sequence or find it in the actions menu.
3

Select a sequence

Choose the email sequence to enroll them in.
4

Confirm

They’ll start receiving sequence emails automatically.
Learn more about sequences

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Next steps

Convert to client

Promote when they become a customer

Opportunities

Track deals in your pipeline

Sequences

Automate follow-up emails

Prospect overview

Learn about prospects