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Registering a prospect records a sales opportunity so you can follow it in the Pipeline, even when the contact did not arrive through a connected channel.

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When to use

  • A contact arrived by phone, event or referral.
  • You want to record an opportunity before the first contact in the chat.
Prospects from WhatsApp and Instagram conversations can be created automatically with the integration’s Automatic Lead Creation option. See Prospects and labels.

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How to create

1

Open Prospects

In the menu, go to Registrations → Prospects and click Create.
2

Fill in the contact data

In the Prospect Details tab, enter Name, Document and WhatsApp, which are required. Choose the Country before the WhatsApp so the country code is applied correctly.
3

Define the negotiation

In the Negotiation tab, enter the currency and Estimated Value, the Owner, the Expected Close Date and the Probability (%).
4

Add labels and notes

Add Tags in the first tab and record context in the Agent notes tab, in the Notes field.
5

Save

Click Create. Use Create & create another to register in sequence.

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Form tabs

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Main fields

The Lead Emotion and Detected Objection fields are usually filled in by the AI during service, but you can adjust them manually.

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Edit and follow up

Once created, the prospect can be opened from the table or the Pipeline. To move it to another stage or mark it as won or lost, see Prospects and labels.

Prospects and labels

Stages, won, lost and labels.

Sales pipeline

Follow the cards on the board.
Last modified on November 10, 2026