Prospects

0:01Prospects.

0:03Prospects are jobs you’re pursuing but haven’t won. Each stage is a column, with its count and rough value.

0:11These are labeled examples, left out of the totals.

0:15Or see them as a list, sorted by any column.

0:19They’re private to your sales group: the owners, and any role given Pursues new work. A colleague you add to one sees only that one.

0:29Home lists the ones that need a look.

0:32Press New prospect, and paste the client’s email.

0:36One AI action reads it into the form. Each filled field says from the email, with the line it came from.

0:44The sender is matched to Calloway, an existing client, and it notes they already have a prospect open.

0:51Or start from a past project: its areas, and a rough budget based on what it came to, by area and by category.

1:00The prospect shows its stage on a track; Move to takes it to the next.

1:06What’s happened? takes an update in your own words, typed or dictated, and turns it into changes, each with the words it came from. Uncheck any, and apply.

1:18Your words are kept as a dated note either way.

1:22Won? Make it a project gives it a number, a manager and a team; the brief, files and contacts come along.

1:30Prospects don’t count toward your plan’s project limit. Once it’s a project, it does.

1:36That’s Prospects. More videos: portspace.io/videos