Prospecting

Prospecting is the half of Sales that happens before a customer exists. A list of companies, worked one at a time, with everything you did to each one recorded against it.

Lists and progress

Companies are grouped into lists, and a list shows how far through it you are — worked against the total, with a Campaign complete state when nothing is left. The point of the counter is to make the work finite: a prospecting list you can finish is one people finish.

Where a company stands

Each company sits at one of three stages:

• New — untouched.
• Contacted — you have reached out.
• Qualified — worth turning into a deal.

The stage moves as you log what happened, rather than being set by hand for its own sake.

Logging what happened

Opening a company shows its contacts, its notes, and a timeline of everything logged against it. Each entry has a type:

• Message sent, Reply received, Bounced
• Call, Meeting
• Invite sent, Invite accepted
• Follow-up, Unsubscribed, Other

Each is attributed to a channel — email, phone, LinkedIn, event, or other — so "we tried them twice" can be read as how twice.

Quick actions cover the common outcomes without opening a form: Contacted, Replied, Bounced, Qualify, and Do not contact.

Do not contact is a lock, not a label

Marking a company Do not contact stops further logging against it: This company asked not to be contacted — logging is locked.

It is enforced rather than advisory, which is the only way a suppression request survives contact with a busy list. Treat it as final.

What comes next

A qualified company becomes a customer and a deal in one step. See Converting a prospect.

Example use cases

• Work a list of companies you have never contacted, and see how much of it is left.
• Log a call and a follow-up against the same company, and read them back in order.
• Record that a company asked not to be contacted, and have that respected automatically.
• Separate the companies that replied from the ones that bounced.
• Qualify a company and hand it to the pipeline without retyping its contacts.