The prospects view
Prospects is your contact database. Each row is a prospect; each prospect has a detail page with their full history — campaigns, emails sent, opens, clicks, replies, opt-outs, and notes.
Working a list
- Filter — combine filters from the STATUS & ASSIGNMENT, ACTIVITY, ENGAGEMENT, FIELDS, and CUSTOM FIELDS groups to build exactly the list you want. See Filtering & segments.
- Select — check rows to act on many prospects at once (add to campaign, change status, tag).
- Sort — order by name, activity, or engagement columns to prioritize follow-up.
The prospect detail page
Click any prospect to open their record. From here you can:
- See every email exchanged, including scheduled and sent items.
- Edit fields, snippets, and tags.
- Change owner, status, and campaign assignment.
- See their engagement history (opens, clicks, replies).
Ownership
Every prospect has an owner — the teammate responsible for them. Owners matter for campaigns (Campaign Sender) and for team reporting.