Prospect Settings
The Prospect Settings page allows superusers to configure default values that are automatically applied to new prospects. These defaults apply both to prospects created via webhook integrations (LinkedIn, Meta, WhatsApp) and to manually created prospects.
Accessing the Page
Section titled “Accessing the Page”Navigate to Prospects → Settings in the sidebar, or go to /prospects/settings. Requires Superuser access. Non-superusers are redirected to the Prospects List.
Default Values
Section titled “Default Values”These default values are applied when a new prospect is created:
| Field | Type | Description |
|---|---|---|
| Default Region | Entity select | Region assigned to new prospects. Also pre-fills the Region field when creating a prospect manually. |
| Default Assignee | User select | User assigned to new prospects (filtered to sales-agent and lead-qualifier roles). Also pre-fills the Assigned To field when creating a prospect manually. |
| Auto Consent | Toggle | When enabled, prospects created via webhooks are automatically marked as having granted consent. |
How Defaults Work
Section titled “How Defaults Work”- Webhook-created prospects (from LinkedIn Lead Gen Forms, Meta Lead Ads, WhatsApp): All three defaults are applied automatically.
- Manually-created prospects: The Default Region and Default Assignee values pre-fill the corresponding fields on the Create Prospect form, but can be changed before saving.
- CSV-imported prospects: These defaults do not apply to CSV imports — import options are configured separately in the Import Wizard.
Saving
Section titled “Saving”- Modify the desired settings
- Click Save to apply changes
- A success toast confirms the update
The form only submits changed fields. If no changes are detected, the Save button remains disabled.
Click Cancel to discard any unsaved changes.
Related Pages
Section titled “Related Pages”- Prospects List — Return to the list
- Create Prospect — Create a new prospect
- Import Wizard — Import prospects from CSV