Prospects List

The Prospects List page displays all prospects in the system with advanced filtering, configurable columns, inline status actions, and bulk operations. Prospects progress through a defined status lifecycle from New to Converted.

Accessing the Page

Navigate to Prospects in the sidebar, or go to /prospects.

List Columns

The table supports 21 columns with configurable visibility. Click the Configure (gear) button to show or hide columns.

Column	Default Visible	Sortable	Description
Code	Yes	Yes	Unique prospect code (always visible)
Name	Yes	Yes	Display name (auto-generated from first + last name)
Company	Yes	Yes	Company name
Source	Yes	Yes	Source type — LinkedIn, Meta, CSV, Manual, or API
Status	Yes	Yes	Current status badge
Created	Yes	Yes	Creation date
Region	No	Yes	Assigned region name
Created By	No	Yes	User who created the prospect
Updated	No	Yes	Last modification date
Updated By	No	Yes	User who last modified the prospect
First Name	No	Yes	Prospect first name
Last Name	No	Yes	Prospect last name
Phone	No	Yes	Phone number
Assigned To	No	Yes	Assigned user name
Lead Score	No	Yes	Lead score (0–100)
Last Contacted	No	Yes	Last contact date
Last Activity	No	No	Type of last activity
Converted At	No	Yes	Conversion date (if converted)
Consent	No	Yes	Consent status (Yes/No)
Tags	No	No	Tags assigned to the prospect
Notes	No	No	Additional notes

Status Values

Status	Color	Description
New	Blue	Newly created prospect
Contacted	Yellow	Initial contact has been made
Qualified	Green	Prospect meets qualification criteria
Converting	Orange	Conversion to business partner in progress
Converted	Purple	Successfully converted to a business partner
Rejected	Red	Prospect has been rejected

Source Types

Source	Description
Manual	Created manually by a user
LinkedIn	Originated from LinkedIn
Meta	Originated from Facebook/Instagram
CSV Import	Imported via CSV file
API Integration	Created via API

Status Transitions

Prospect status follows a defined state machine:

graph LR
    NEW --> CONTACTED
    NEW --> REJECTED
    CONTACTED --> QUALIFIED
    CONTACTED --> REJECTED
    QUALIFIED --> CONVERTING
    QUALIFIED --> CONVERTED
    QUALIFIED --> REJECTED
    QUALIFIED --> CONTACTED
    CONVERTING --> CONVERTED
    CONVERTING --> QUALIFIED
    REJECTED --> NEW

Filtering

The filter panel supports the following filters:

Filter	Type	Description
Search	Free text	Searches across name, email, company, and code
Status	Dropdown	Filter by prospect status
Source	Dropdown	Filter by source type
Region	Entity select	Filter by assigned region (available in filter palette)
Regions	Multi-select	Filter by multiple regions (available in filter palette)
Assigned To	User select	Filter by assigned user (available in filter palette)
Assigned To (Multiple)	Multi-select	Filter by multiple users (available in filter palette)

Default filter layout shows Search (spanning 2 columns), Status, and Source. Region and Assigned To filters are available by adding them from the filter palette.

Sorting

Click any sortable column header to sort:

• First click — Ascending
• Second click — Descending
• Third click — Remove sort

Pagination

The list uses a Load More pattern:

• Page size: 50 records per load
• Load More button at the bottom loads the next batch
• Total count displays above the table

Actions

Page Actions

Action	Permission	Description
Configure	—	Column visibility and filter layout configuration
Create	canCreateProspect	Opens the Create Prospect page

Row Actions

Each row has a dropdown menu and inline actions:

Action	Permission	Description
View	—	Navigate to the Prospect Detail page
Edit	canEditProspect	Navigate to the Edit Prospect page
Mark Contacted	canEditProspect	Quick status change to Contacted (only for New prospects)
Mark Qualified	canEditProspect	Quick status change to Qualified (only for Contacted prospects)
Convert to BP	canConvertProspect	Opens the Convert to Business Partner dialog (only for Qualified prospects)
Delete	canDeleteProspect	Remove the prospect after confirmation

Click any row to open the detail page. Hover over a row to prefetch the detail view for faster navigation.

Bulk Actions

Select multiple rows using checkboxes to enable bulk operations:

Action	Permission	Description
Bulk Status Update	canBulkUpdateStatus	Change status for all selected prospects
Bulk Assign	canBulkAssign	Assign all selected prospects to a user
Bulk Delete	canBulkDelete	Delete all selected prospects

Import Filtering

When navigating from the import history page, the list may be filtered by import source. An Import Filter Banner displays the import job name with a Clear Filter option.

Related Pages

• Create Prospect — Add a new prospect
• Prospect Detail — View a specific prospect
• Edit Prospect — Modify an existing prospect
• Convert to BP — Convert qualified prospects to Business Partners
• Import Wizard — Import prospects from CSV
• Import History — View past imports