Prospects

Prospects is the daily queue for your sales reps. It turns the day into a mission: leads are grouped into levels, hottest first, and a level is cleared when every lead in it has been worked or skipped. Open it from Prospects in the left menu. Choose Mine to see your own leads or Everyone to see the whole team’s.

The levels

1. Hot leads
2. New leads
3. Follow-ups due
4. Deals without a next step
5. Everyone else

New leads join their level as they come in. When every lead on today’s list is worked, you see Mission complete.

Working a lead

The lead on screen shows its details, activity and chat. Reach out from the quick bar: Then log what happened: After an outcome, you can plan the next step and add a note. Moving around:

• J (or Ctrl/⌘ + Enter) goes to the next lead and K to the previous one.
• S skips a lead for now and P pins it to today.
• U shows the next leads so you can switch.
• ? shows every shortcut.

Team and goals

On Team, set the Daily goal per rep and compare Today vs goal. The level track shows the outcomes logged today against the daily goal.

What makes a good lead

Click What makes a good lead to pick questions from your lead forms and the answers that make a lead hot. AdsEra uses them to rank your queue.