How it works
Prospect management connects research, analysis, notes, tasks, and contacts. Status shows where each relationship stands.
Organize follow-up without losing context
Organize prospects by status and follow the work from research to contact.
People working with potential customers
Analysing the profile
✓
Follow-up
Each prospect in the status that reflects the work completed.
Save the profile
Update the status
Record the contact
What you can do
You can assign owners, use tags, and filter the list to see only relevant work.
- Save the profile
- Update the status
- Record the contact
Frequently asked questions
Can I create different statuses?
You can organize prospects with the available statuses and update each profile as work progresses.
Can my team use this feature?
Yes. The information is available to people with access to the workspace.
Try it with your own work.
Choose a plan and use every feature for 15 days.