Every prospect has a stage. Stages show where each conversation stands.
Stages#
| Stage | Meaning | Set by |
|---|---|---|
| New | Imported, not yet contacted | Prosyo, on import |
| Contacted | At least one step was sent | Prosyo, automatically |
| Replied | They replied on LinkedIn or email | Prosyo, automatically |
| Interested | They want to talk | You |
| Meeting | A meeting is booked | You |
| Customer | They bought | You |
| Not interested | They declined | You |
| Do not contact | Never contact this person again | You |
Prosyo moves people to Contacted and Replied for you. The rest are your call, because only you know if a reply is real pipeline.
Important
Do not contact stops every future send to that person, in every campaign.
Table and board views#
At the top of Prospects, switch between:
- Table for searching, filtering, bulk actions, enrichment and export.
- Board for a pipeline view with one column per stage. Drag a card to change its stage.
Change a stage#
- Board: drag the card to a new column.
- Table: select rows and use the stage action.
- Side panel: open a prospect and change Stage.
- Inbox: change the stage from the context panel beside a conversation.
Stage changes in other tools#
When a stage changes, Prosyo can:
