Prospects (phone book)
See everyone your team calls in one list or pipeline board, find a contact, move them between stages and open their record.
Where to find it
Campaigns › Prospects (Easy mode: Essentials › Phone book)
Open this screen
Steps
- Open 📣 Campaigns › Prospects. In Easy mode the same contacts are under Essentials › Phone book.
- Type in “Search name, company, phone, email” or pick a stage in “All stages” to narrow the list.
- Switch between “Table” and “Pipeline board”. On the board, drag a card to another stage column to move it.
- In the table, change a contact's stage straight from the Stage pill, or click the row to open the contact's page.
- Use “Add prospect”, “Import” or “Export CSV” at the top right to add contacts or download the list.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Search name, company, phone, email | Filters the list as you type (name, company, phone or email). | — |
| All stages | Shows only contacts in one stage: New, Contacted, Qualified, Proposal, Won, Lost or Do not call. | All stages |
| Table / Pipeline board | Table lists contact, company, stage, score, owner, campaign, deal, next action and number of calls. The board shows one column per stage with the count and the total deal value. | Table |
| Stage (in each row) | Moves that contact to another stage at once; a toast confirms “Moved to …”. | — |
| Add prospect | Opens the form to add one contact (Easy mode: “Add contact”). | — |
| Import | Opens “Import prospects from CSV”. | — |
| Export CSV | Downloads every contact that matches the current search and stage, not only the rows on screen. | — |
| Bulk SMS | One message to the contact list. Shown only to owners, admins and managers; sending stays off until SMS is switched on for your organisation. | — |
| SMS (Easy mode, per row) | Opens “Send SMS” for one contact who has a phone number. | — |
Troubleshooting
A contact I added is not in my list.
Agents see the contacts assigned to them and the ones with no owner. Ask a manager to set you as the owner, or clear the search and stage filters.
The list says “No prospects match. Add one or import a list.”
Nothing matches the search or stage you chose. Clear the search box and choose “All stages”.
I cannot see “Bulk SMS”.
It is shown only to owners, admins and managers of the organisation.
Tips
- A contact whose number is on your do-not-call list is kept, but at the stage “Do not call”, so it still shows in reports.
- Click any row or board card to open the full contact page with calls, notes and tasks.
Good to know
- The list loads up to 200 contacts at a time; use search or the stage filter to find older ones. Export CSV covers all matches.
- Deal values and scores are what your team records; Call does not take payments.
Related how-tos
- Add or edit a contact Put one person or business into the phone book, with the details your team needs to call them.
- Import contacts from a CSV Add a whole list of contacts at once by pasting CSV text.
- Work with one contact Open a contact's page to call them, change the stage, tag them, close the deal and see everything that happened.
- Text one contact or the whole list Switched off until an operator turns it on Write an SMS to one contact, or one message to your contact list, once SMS is connected for your organisation.
- Call campaigns Group your calling work: each campaign sells one product or service to one list, with a daily call target and its progress.
- Do-not-call & rules Keep the numbers that must never be called, see what the calling rules refused, check a number and its consent, and block unwanted callers.
- CSV import skipped some contacts Find out why a line in your CSV did not become a contact, and fix the file.
- SMS cannot be sent Switched off until an operator turns it on Understand each reason the Send SMS and Bulk SMS dialogs give, and who can fix it.