# Manage Prospect Statuses and Onboarding in Prospecting > 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… - Source: https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/manage-prospect-statuses-and-onboarding-in-prospecting - Section: Agency View / Prospecting Tool - Reading time: 2 min - Images: 3, each explained below - Modified on Thu, 12 Mar at 10:32 AM --- 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. --- **TABLE OF CONTENTS** - [What is Prospect Status Management in Prospecting?](#what-is-prospect-status-management-in-prospecting) - [Key Benefits of Prospect Status Management in Prospecting](#key-benefits-of-prospect-status-management-in-prospecting) - [How to Prospect Status Management in Prospecting](#how-to-prospect-status-management-in-prospecting) - [Frequently Asked Questions](#frequently-asked-questions) - [Relevant Article](#relevant-article) --- ## **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 ** - Track prospect outcomes directly inside Prospecting - Separate active leads from closed leads - Identify wins that still need onboarding - Reduce manual tracking in spreadsheets - 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** 1. Open Prospecting. 2. Open the Prospect Card for the record you want to update. 3. Change the status to Open, Closed Won, or Closed Lost. ### ![Filter Prospects by Status (image 1 of 3)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066809540/original/7uAPMET4zAxAeDcQ4NJuDvRTw8wx5qv1sw.png) **Filter Prospects by Status (image 1 of 3)** 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. - Where to go: Open Prospecting. Open the Prospect Card for the record you want to update. Change the status to Open, Closed Won, or Closed Lost. - Fields: Closed Won, Closed Lost - Next: Go to your saved prospects list in Prospecting. Open the Status filter. Select one or more of these options: Full procedure: 1. Go to your saved prospects list in Prospecting. 2. Open the Status filter. 3. Select one or more of these options: **Filter Prospects by Status** 1. Go to your saved prospects list in Prospecting. 2. Open the Status filter. 3. Select one or more of these options: - Open - Closed Won - Closed Lost ### ![Use the Getting Started Card (image 2 of 3)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066809602/original/oB-9lvPdhMS-AEV8vz5QmyXt3otkA7gD6A.jpeg) **Use the Getting Started Card (image 2 of 3)** 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. - Where to go: Go to your saved prospects list in Prospecting. Open the Status filter. Select one or more of these options: - Fields: Creating your first prospect, Generating and sharing reports, Sending prospects to CRM, Capturing leads, Enabling AI discovery - Next: Open Prospecting as a new user. Review the Getting Started card. Complete key actions such as: Full procedure: 1. Open Prospecting as a new user. 2. Review the Getting Started card. 3. Complete key actions such as: **Use the Getting Started Card** 1. Open Prospecting as a new user. 2. Review the Getting Started card. 3. 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066810428/original/UxHuFpY6R5ZKnsyj51F3_Y2Ou0IXF2BUiQ.png) **Use the Getting Started Card (image 3 of 3)** 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. - Where to go: Open Prospecting as a new user. Review the Getting Started card. Complete key actions such as: - Next: Q. 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  times, based on the release details you provided. --- ## **Relevant Article** - [How to Generate Leads Using the GHL Customer Care Prospecting Tool](https://docs.ghlcustomercare.com/docs/agency-view/core-functionality/how-to-generate-leads-using-the-ghl-customer-care-prospecting-tool) - [Prospecting at Sub Accounts: Complete Guide Benefits](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/prospecting-at-sub-accounts-complete-guide-benefits-setup)  - [Prospecting Tool: Categorization for Prospects](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/prospecting-tool-categorization-for-prospects) - [How to Reach Out to Prospect Leads Generated via the Prospecting Tool](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/how-to-reach-out-to-prospect-leads-generated-via-the-prospecting-tool)[](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/how-to-reach-out-to-prospect-leads-generated-via-the-prospecting-tool) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com