Create Prospect

The Create Prospect page allows you to add a new prospect to the pipeline. The form is divided into four sections with real-time code validation and duplicate detection.

Accessing the Page

Navigate to Prospects and click the Create button, or go to /prospects/create. Requires the canCreateProspect permission.

Form Sections

Basic Information

Field	Required	Type	Description	Default	Validation
Code	Yes	Text	Unique prospect code	—	Max 50 characters, real-time uniqueness check
First Name	Yes	Text	Prospect first name	—	Max 255 characters
Last Name	Yes	Text	Prospect last name	—	Max 255 characters
Email	Yes	Email	Prospect email address	—	Max 255 characters, RFC 5322 format
Phone	No	Text	Phone number	—	Max 20 characters

The Code field performs an async uniqueness check with a 500ms debounce. A green border indicates the code is available; a red border indicates it already exists.

A Duplicate Warning banner appears if a prospect with the same email already exists. You can dismiss it to proceed or view the existing prospect.

Professional Information

Field	Required	Type	Description	Default
Company	No	Text	Company name	—
Job Title	No	Text	Job title	—
Region	No	Entity select	Assigned region	From integration settings (webhookDefaultRegionId)
Assigned To	No	User select	Assigned user (filtered to sales-agent / lead-qualifier roles)	From integration settings (webhookDefaultAssignedTo)

Region and Assigned To fields are auto-populated from the tenant’s integration settings if defaults are configured.

Tags & Score

Field	Required	Type	Description	Default	Validation
Tags	No	Tag input	Tags (press Enter to add)	—	Max 50 chars per tag, alphanumeric + -_ only
Lead Score	No	Slider + Number	Lead score	0	Must be between 0 and 100

Tags are entered one at a time — type a tag and press Enter to add it. Tags appear as badges and can be removed by clicking the X icon.

The lead score uses a color gradient: blue (0–39 = Cold), green (40–69 = Warm), red (70–100 = Hot).

Additional Information

Field	Required	Type	Description	Default
Notes	No	Textarea	Additional notes	—

Auto-Populated Fields

The following fields are set automatically and are not visible on the create form:

Field	Value
Source Type	MANUAL
Status	NEW
Name	Auto-generated from First Name + Last Name

Validation Rules

• Code: Required, max 50 characters, must be unique (validated in real-time)
• First Name: Required, max 255 characters
• Last Name: Required, max 255 characters
• Email: Required, max 255 characters, must be a valid email format
• Phone: Max 20 characters
• Company: Max 255 characters
• Job Title: Max 100 characters
• Lead Score: Must be between 0 and 100

Submitting

1. Fill in the required fields (Code, First Name, Last Name, Email)
2. Wait for code validation to confirm availability
3. Click Save to create the prospect
4. On success, you are redirected to the Prospects List page

Canceling

Click Cancel to return to the Prospects List. If you have unsaved changes, a confirmation dialog warns before discarding.

Related Pages

• Prospects List — Return to the list
• Prospect Detail — View after creating
• Edit Prospect — Modify an existing prospect