Prospecting
Prospects workspace
Develop opportunities from research through conversion
Prospects is the pre-sale workspace where business context, research, reports, stage, outreach, proposals, and contracts accumulate on one opportunity
What this workspace includes
- Prospect list and detail
- Research and reports
- Stage and pipeline actions
- Outreach and sales documents
Complete workflow
- 1
Create or find a prospect
Open one opportunity record
- 2
Complete its context
Add business and contact information
- 3
Develop the opportunity
Use reports, outreach, and documents
- 4
Advance deliberately
Update stage and convert qualified work
How records and settings behave
- A prospect gathers related work over time
- Stage controls its pipeline position
- Reports and documents remain linked to the prospect
Working effectively
- Define a next action for every active prospect
- Keep research evidence current
- Update stage when the real relationship changes
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Prospects workspace?
Open one opportunity record
When is my work saved?
A prospect gathers related work over time
How do I confirm the result?
Return to the related list or detail view and review its current status. Reports and documents remain linked to the prospect