How prospects work
Prospects share the same household structure as clients:- Head of household (required) — The primary contact person
- Spouse or partner (optional) — A second primary person
- Dependents and other members (optional) — Children, other adults, and other dependents
Prospects vs clients
| Feature | Prospect | Client |
|---|---|---|
| Household members | Yes | Yes |
| Tasks, notes, and projects | Yes | Yes |
| Email tracking | Yes | Yes |
| Meetings | Yes | Yes |
| Chat (AI assistant) | Yes | Yes |
| Opportunities | Yes | Yes |
| Sequences | Yes | Yes |
| Service tier | — | Yes |
| Custodian accounts and AUM | — | Yes |
| Review schedule | — | Yes |
What you can do with prospects
From a prospect record, you can:- View and update household information
- Track email correspondence
- Schedule and manage meetings
- Create and assign tasks
- Add notes and start projects
- Link opportunities in your pipeline
- Enroll in email sequences for nurturing
- Use chat to get AI-powered insights and take actions
- Promote to client when they become a customer
Next steps
Managing prospects
Work with prospect records day to day
Convert to client
Promote a prospect to client status
Opportunities
Track deals through your pipeline