WEBVTT

1
00:00:01.000 --> 00:00:02.077
Prospects.

2
00:00:03.275 --> 00:00:06.342
Prospects are jobs you’re pursuing but haven’t won.

3
00:00:06.584 --> 00:00:10.710
Each stage is a column, with its count and rough value.

4
00:00:10.930 --> 00:00:14.218
These are labeled examples, left out of the totals.

5
00:00:14.934 --> 00:00:18.319
Or see them as a list, sorted by any column.

6
00:00:18.827 --> 00:00:24.704
They’re private to your sales group: the owners, and any role given Pursues new work.

7
00:00:24.955 --> 00:00:29.114
A colleague you add to one sees only that one.

8
00:00:29.320 --> 00:00:31.530
Home lists the ones that need a look.

9
00:00:32.148 --> 00:00:35.574
Press New prospect, and paste the client’s email.

10
00:00:36.247 --> 00:00:39.024
One AI action reads it into the form.

11
00:00:39.264 --> 00:00:43.920
Each filled field says from the email, with the line it came from.

12
00:00:44.028 --> 00:00:51.152
The sender is matched to Calloway, an existing client, and it notes they already have a prospect open.

13
00:00:51.285 --> 00:01:00.268
Or start from a past project: its areas, and a rough budget based on what it came to, by area and by category.

14
00:01:00.490 --> 00:01:05.750
The prospect shows its stage on a track; Move to takes it to the next.

15
00:01:06.390 --> 00:01:07.388
What’s happened?

16
00:01:07.388 --> 00:01:15.494
takes an update in your own words, typed or dictated, and turns it into changes, each with the words it came from.

17
00:01:15.608 --> 00:01:17.894
Uncheck any, and apply.

18
00:01:18.024 --> 00:01:21.728
Your words are kept as a dated note either way.

19
00:01:22.394 --> 00:01:23.174
Won?

20
00:01:23.184 --> 00:01:29.934
Make it a project gives it a number, a manager and a team; the brief, files and contacts come along.

21
00:01:30.074 --> 00:01:33.373
Prospects don’t count toward your plan’s project limit.

22
00:01:33.673 --> 00:01:35.677
Once it’s a project, it does.

23
00:01:36.230 --> 00:01:37.602
That’s Prospects.

24
00:01:37.836 --> 00:01:41.956
More videos: portspace.io/videos