Prospects

Prospects is a visual board for tracking your sales opportunities from first contact to a closed sale. Open it from the main menu under Prospects.

Each opportunity is a "deal" tied to a customer, and deals move through stages shown as columns on the board. A forecast bar at the top summarizes your weighted forecast, number of open deals, and total value.

You can filter the board with the pill bar: All stages, High value, or Stale (deals that haven't moved in a while).

Each column on the board is a stage. The default stages for a general business are New Lead, Contacted, Meeting Set, Demo/Sample, and Proposal, plus the terminal stages Won and Lost — the exact middle stages can vary by industry, and you can reorder stages, and add or remove them, in Prospect Settings.

To move a deal, drag its card into another column, or tap the move icon on the card and pick a stage from "Move deal to…".

When you move a deal into Won, it's marked as won. When you move it into Lost, you'll be asked to choose a reason before it's closed. Closed deals can be reopened later from the deal detail screen.

Tap the + button on the board to add a new deal, or open a deal and use Edit.

A deal has these fields:

• Customer — required; pick an existing customer
• Title — an optional label, e.g. "Skincare starter set"
• Deal value — the opportunity's value
• Stage — required; sets where the deal starts
• Probability — auto-filled from the stage's default, shown as a percentage
• Notes — optional details

Each customer can only have one open deal at a time.

The deal detail screen shows the customer, deal value, current stage and probability, plus a stage progress track.

For open deals you get quick actions to move to the next stage, mark the deal Won, or mark it Lost. It also lists when the deal was created, how long it's been in the current stage, and total days open.

Tap the customer to jump straight to their profile. You can also edit or delete the deal from the action button.

Open Prospect Analytics from the chart icon in the Prospects header. It gives you a snapshot of your pipeline performance:

• This Month — open deals, won, lost, weighted forecast, win rate, and average velocity (days to win)
• Conversion Funnel — how many deals sit in each stage
• Top Lost Reasons — the most common reasons deals were lost
• Avg. Days per Stage — how long deals typically spend in each stage

Open Prospect Settings from the gear icon in the Prospects header.

You can drag stages to reorder them, add a new stage with the + field, or remove a stage. The terminal Won and Lost stages are shown separately and can't be reordered.

Below the stages you can manage your Lost Reason Presets — the list of reasons offered when you mark a deal as lost.

Every deal is linked to a customer, so a prospect is really an open opportunity attached to someone already in your customer list. From a deal you can open that customer's profile directly.

Prospects help you track the opportunity before the sale is made. Once you win a deal, you can go on to create the actual order for that customer in the Orders section.