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Prospecting now supports a clearer lead lifecycle. You can mark prospects as Open, Closed Won, or Closed Lost, filter them by status, and move won prospects into onboarding faster. In Agency Prospecting, marking a prospect as Closed Won unlocks Create Sub-Account. This helps agencies track outcomes without relying on spreadsheets or external tools.
What is Prospect Status Management in Prospecting?
Prospect status management is a Prospecting feature that helps users track what happens after a lead is generated. Instead of keeping all prospects in one undifferentiated list, users can now update each prospect’s outcome and filter prospects by lifecycle stage.
This feature includes:
Prospect Statuses: Open, Closed Won, Closed Lost
Status-based filters
Create Sub-Account for won prospects in Agency Prospecting
A Getting Started onboarding card for new Prospecting users
This fills a gap in existing Prospecting coverage, which focuses more on lead generation than post-outreach tracking.
Key Benefits of Prospect Status Management in Prospecting
Help new users get started faster with guided onboarding
Connect prospecting activity to sub-account creation in Agency view
How to Prospect Status Management in Prospecting
Update a Prospect’s Status
Open Prospecting.
Open the Prospect Card for the record you want to update.
Change the status to Open, Closed Won, or Closed Lost.
Filter Prospects by Status (image 1 of 3)What this shows Open Prospecting.What this showsIllustrates the "Filter Prospects by Status" section of "Manage Prospect Statuses and Onboarding in Prospecting".This screenshot appears in the "Filter Prospects by Status" section of "Manage Prospect Statuses and Onboarding in Prospecting". The text alongside this image reads: Open Prospecting. Open the Prospect Card for the record you want to update. Change the status to Open, Closed Won, or Closed Lost. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Go to your saved prospects list in Prospecting. Open the Status filter. Select one or more of these options.Image 1 of 3Where to goOpen Prospecting. Open the Prospect Card for the record you want to update. Change the status to Open, Closed Won, or Closed Lost.
Fields in this part of the guideClosed WonClosed Lost
Next stepGo to your saved prospects list in Prospecting. Open the Status filter. Select one or more of these options:All 3 steps in this procedure
Go to your saved prospects list in Prospecting.
Open the Status filter.
Select one or more of these options:
Filter Prospects by Status
Go to your saved prospects list in Prospecting.
Open the Status filter.
Select one or more of these options:
Open
Closed Won
Closed Lost
Use the Getting Started Card (image 2 of 3)What this shows Go to your saved prospects list in Prospecting.What this showsIllustrates the "Use the Getting Started Card" section of "Manage Prospect Statuses and Onboarding in Prospecting".This screenshot appears in the "Use the Getting Started Card" section of "Manage Prospect Statuses and Onboarding in Prospecting". The text alongside this image reads: Go to your saved prospects list in Prospecting. Open the Status filter. Select one or more of these options. This part of the guide covers 5 fields, listed below. Immediately after, the guide continues: Open Prospecting as a new user. Review the Getting Started card. Complete key actions such as.Image 2 of 3Where to goGo to your saved prospects list in Prospecting. Open the Status filter. Select one or more of these options:
Fields in this part of the guideCreating your first prospectGenerating and sharing reportsSending prospects to CRMCapturing leadsEnabling AI discovery
Next stepOpen Prospecting as a new user. Review the Getting Started card. Complete key actions such as:All 3 steps in this procedure
Open Prospecting as a new user.
Review the Getting Started card.
Complete key actions such as:
Use the Getting Started Card
Open Prospecting as a new user.
Review the Getting Started card.
Complete key actions such as:
Creating your first prospect
Generating and sharing reports
Sending prospects to CRM
Capturing leads
Enabling AI discovery
Use the Getting Started Card (image 3 of 3)What this shows Open Prospecting as a new user.What this showsIllustrates the "Use the Getting Started Card" section of "Manage Prospect Statuses and Onboarding in Prospecting".This screenshot appears in the "Use the Getting Started Card" section of "Manage Prospect Statuses and Onboarding in Prospecting". The text alongside this image reads: Open Prospecting as a new user. Review the Getting Started card. Complete key actions such as. Immediately after, the guide continues: Q. What statuses can I assign to a prospect? You can mark a prospect as Open, Closed Won, or Closed Lost.Image 3 of 3Where to goOpen Prospecting as a new user. Review the Getting Started card. Complete key actions such as:Next stepQ. What statuses can I assign to a prospect? You can mark a prospect as Open, Closed Won, or Closed Lost.
Frequently Asked Questions
Q. What statuses can I assign to a prospect? You can mark a prospect as Open, Closed Won, or Closed Lost.
Q. Can I filter prospects by status? Yes. You can filter by Open, Closed Won, Closed Lost, Sub-Account Created, and Sub-Account Not Created.
What happens when I mark a prospect as Closed Won? Q. In Agency Prospecting, marking a prospect as Closed Won makes Create Sub-Account available. Does this replace categories? No. Categories and status serve different purposes. Categories organize prospects, while status tracks prospect outcome. The categorization article is separate and would need a short cross-reference for this distinction.
Q. Who sees the Getting Started card? It is intended for users who are new to Prospecting. It hides automatically once users become active or dismiss it enough
What is Prospect Status Management in Prospecting?
Prospect status management is a Prospecting feature that helps users track what happens after a lead is generated. Instead of keeping all prospects in one undifferentiated list, users can now update each prospect’s outcome and filter prospects by lifecycle stage. This feature includes: Prospect Statuses: Open, Closed Won, Closed Lost Status-based filters Create Sub-Account for won prospects in Agency Prospecting A Getting Started onboarding card for new Prospecting users This fills a gap in existing Prospecting coverage, which focuses more on lead generation than post-outreach tracking.
