Prospects

Prospects.

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

These are labeled examples, left out of the totals.

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

They’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.

Home lists the ones that need a look.

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

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

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

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

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

What’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.

Your words are kept as a dated note either way.

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

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

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