Prospect Detail
The Prospect Detail page displays a read-only view of a prospect’s complete information organized into summary and section cards. Quick actions allow status changes, conversion, and editing.
Accessing the Page
Section titled “Accessing the Page”From the Prospects List, click any row, or navigate to /prospects/:id.
Summary Card
Section titled “Summary Card”A sticky card at the top displays key information:
- Name and Code
- Status badge (color-coded)
- Source badge
- Lead Score badge (blue = Cold 0–39, green = Warm 40–69, red = Hot 70–100)
Information Sections
Section titled “Information Sections”The detail page is organized into cards arranged in a two-column grid:
Basic Information
Section titled “Basic Information”| Field | Description |
|---|---|
| First Name | Prospect first name |
| Last Name | Prospect last name |
| Email address (clickable to copy) | |
| Phone | Phone number (clickable to copy) |
| Company | Company name |
| Job Title | Job title |
Source
Section titled “Source”| Field | Description |
|---|---|
| Source ID | External source identifier |
| Campaign ID | Campaign identifier |
| Region | Region code and name (fetched from BP service) |
Compliance
Section titled “Compliance”| Field | Description |
|---|---|
| Consent Status | Granted (green checkmark) or Not Granted (red X) |
| Consent Date | Date and time consent was granted |
| Privacy Policy Version | Privacy policy version accepted |
Activity
Section titled “Activity”| Field | Description |
|---|---|
| Last Contacted | Date and time of last contact |
| Last Activity Type | Type of last activity (Email, Call, Meeting, Note, Task, SMS, Social Media) |
| Assigned To | Name of assigned user |
| Synced At | Last synchronization timestamp |
Additional Information
Section titled “Additional Information”| Field | Description |
|---|---|
| Notes | Additional notes |
| Tags | Tags displayed as badges |
| Avatar URL | Profile image URL (if available) |
Actions
Section titled “Actions”| Action | Permission | Condition | Description |
|---|---|---|---|
| Back | — | — | Return to Prospects List |
| Audit Log | — | — | Opens the Audit Log modal showing creation and update info |
| Delete | canDeleteProspect | Not converted | Delete the prospect with confirmation |
| Edit | canEditProspect | Not converted | Navigate to Edit Prospect page |
| Mark Contacted | canEditProspect | Status is New | Quick status change to Contacted |
| Mark Qualified | canEditProspect | Status is Contacted | Quick status change to Qualified |
| Convert to BP | canConvertProspect | Status is Qualified | Opens the Convert to Business Partner dialog |
| View Conversion Status | — | Status is Converting | Navigate to Conversion Status page |
| View BP | — | Status is Converted | Navigate to the linked Business Partner detail page |
Audit Log Modal
Section titled “Audit Log Modal”Click the Audit Log button to view:
| Field | Description |
|---|---|
| Created At | Date and time of creation |
| Created By | Name of the user who created the prospect |
| Updated At | Date and time of last update |
| Updated By | Name of the user who last updated the prospect |
| Version | Record version number |
Delete Confirmation
Section titled “Delete Confirmation”When deleting, a confirmation dialog displays the prospect’s code and name with a warning that the action is permanent.
Related Pages
Section titled “Related Pages”- Prospects List — Return to the list
- Edit Prospect — Modify this prospect
- Convert to BP — Convert a qualified prospect to a Business Partner