Overview
Potential Meetings is your shortlist of warm leads who are still in play for the selected client. It pulls every contact on that deal sitting in the Warm Lead, Not Yet Booked status, whether or not a follow-up date has been set, so the count here always matches the Potential Meetings tile on the dashboard's Performance Overview. Contacts who only asked for more information are a separate number (Info Requests on the dashboard) and do not appear here. Use this page to chase the people most likely to turn into a meeting, in follow-up order, so no warm lead goes quiet. Each prospect shows an inline sub-status dropdown so you can classify them further: Interested, Sent Info, Referral, Follow Up Later, or Forward to Client. An Engagement column gives each prospect a temperature badge (Hot, Warm, Cooling, or Cold) based on how recently they replied or were touched, so you can see at a glance who needs attention. You can see how many follow-ups have already gone out to each prospect, reschedule a follow-up date right from the table, call a prospect directly through the dialer with a meeting-followup scope, or open a prospect's full contact record with the View button. Select multiple prospects with the checkboxes and call them together in one dialer session, or expand any row to see that prospect's call history and notes without leaving the list. Pick a client in the Select Client dropdown first; the page is always scoped to that one deal. To get here, open the Meetings dropdown in the sidebar and choose Potential Meetings, or click the Potential Meetings tile on the dashboard's Performance Overview.
How to use this page
Pick a client to load potential meetings
Use the Select Client dropdown at the top to choose a deal. The page only shows prospects for the selected client. If no client is selected, you are prompted to pick one before anything loads.
Read the summary band
The band at the top shows the client name and three counts. In play is the total interested prospects still in play. Overdue is how many of those have a follow-up date that has already passed. Cold is how many have gone quiet (no reply or outbound touch in more than 14 days). Overdue and Cold turn red when the count is above zero so you can see at a glance whether you are behind.
Find a prospect
Type in the search box to filter by name, company, email, or title. Use the status dropdown to narrow by sub-status (Interested, Sent Info, Referral, Follow Up Later, or Forward to Client). The two filters work together. If they hide every prospect, the table shows No prospects match these filters with a Clear search and filters button to reset both at once.
Work the list in follow-up order
The table is sorted by follow-up date, soonest first, so the people due now sit at the top. Prospects with no follow-up date set sink to the bottom (their Follow-up cell shows a dash). Each row starts with a checkbox for multi-select and an expand arrow, then shows the contact (name, email, title), company, sub-status with a colored badge, an Engagement column with a temperature badge (Hot, Warm, Cooling, or Cold) and the last touch date, a Follow-ups count, the follow-up date, and an Actions column with Call and View buttons. Rows whose follow-up date has passed are tinted red and tagged Overdue.
Classify a prospect with the sub-status dropdown
The Status column shows an inline dropdown instead of a static label. Click it to pick a sub-status: Interested (green), Sent Info (purple), Referral (blue), Follow Up Later (amber), or Forward to Client (sky blue). The change saves immediately and the badge updates to its new color. Optimistic save means the dropdown changes instantly, and if the save fails it reverts with an error.
Call a prospect from the table
Each row has a Call button in the Actions column. Click it to open the dialer for that prospect with a meeting-followup scope, so you can follow up on their interest right from this list. The button is only enabled when the prospect is enrolled in an active campaign; if they are not enrolled, the Call button appears disabled with a tooltip explaining they need to be added to a campaign first. The dialer opens scoped to that single contact.
Call multiple prospects at once
Use the checkboxes in the first column to select multiple prospects. A select-all checkbox in the column header selects every prospect in the current filtered list. When one or more are selected, a bulk action bar appears above the table showing how many are selected, how many are callable (enrolled in a campaign), and how many are not enrolled. Click Call Selected to open the dialer with a meeting-followup scope loaded with all the callable selected prospects from the largest campaign group. If some selected prospects are on different campaigns, the rest are skipped and a toast tells you how many. Use Clear to deselect everyone.
Open a prospect's full contact record
Each row also has a View button in the Actions column next to Call. Click it to navigate to that prospect's full contact page at /platform/contacts/:id, where you can review the complete history, edit fields, and take further action.
Read a prospect's engagement temperature
The Engagement column shows a temperature badge for each prospect based on how recently they replied or were touched. Hot (red) means they replied within the last 3 days. Warm (amber) means a reply within the last 7 days, or any touch within 7 days. Cooling (blue) means the last touch was within 14 days. Cold (gray) means no reply or touch in more than 14 days. Below the badge, non-cold prospects show the date of the last touch, while cold prospects show how many days ago they were last touched. The Cold count in the summary band tracks how many prospects are in the Cold tier.
Check how many follow-ups have gone out
The Follow-ups column counts the replies we have already sent back to that prospect from the inbox, shown as an orange pill badge. A higher number means you have nudged them several times already, which can help you decide whether to push once more or let them rest. A zero means nobody has followed up yet.
Reschedule a follow-up right from the table
Click the date in the Follow-up column to open a calendar and pick a new follow-up date, or choose Clear date to remove it. The change saves immediately and the row re-sorts into its new spot in the queue. If the save fails the date reverts and you see an error, so what you see always matches what is stored.
Expand a row to see call history and notes
Click the expand arrow at the start of any row to open an inline panel beneath it. The panel loads that prospect's engagement history on demand and shows two columns. Call History lists every logged call with its disposition, date and time, direction (Inbound if applicable), duration, and any call notes. Notes lists contact notes with the author and timestamp, plus any earlier legacy note (shown with a dashed border). Click the arrow again to collapse the panel. The history is cached, so re-expanding the same row is instant.
What the buttons do
- Select Client
- Top-bar dropdown that scopes the whole page to one deal. Potential meetings only load once a client is chosen.
- Search name, company, email...
- Filters the list as you type across each prospect's name, company, email, and title.
- Sub-status dropdown (filter)
- Narrows the list by sub-status: Interested, Sent Info, Referral, Follow Up Later, or Forward to Client. Only the five sub-statuses appear; leave on All statuses to see everyone.
- Clear search and filters
- Appears in the empty state when your search or status filter matches no prospects; resets both filters so the full list returns.
- In play / Overdue / Cold stats
- The three counts in the summary band: total interested prospects still in play, how many have a follow-up date that is past due, and how many have had no reply or touch in over 14 days (the Cold temperature tier).
- Select-all checkbox
- Checkbox in the header of the first column. Selects or deselects every prospect in the current filtered list at once for multi-select calling.
- Row checkbox
- Per-row checkbox in the first column. Toggle it to add or remove a single prospect from the multi-select selection.
- Call Selected
- Button in the bulk action bar that appears when one or more prospects are selected. Opens the dialer with a meeting-followup scope loaded with every callable selected prospect from the largest campaign group. Disabled when none of the selected prospects are enrolled in a campaign.
- Clear (bulk)
- Button in the bulk action bar that clears the entire multi-select selection.
- Expand arrow
- Per-row chevron button at the start of the row. Click to open an inline panel showing that prospect's call history and notes; click again to collapse. Rotates 90 degrees when expanded.
- Sub-status dropdown (per row)
- Inline select in the Status column. Open it to reclassify a prospect between Interested, Sent Info, Referral, Follow Up Later, or Forward to Client. The badge color changes per status. Changes save instantly with an optimistic update.
- Temperature badge
- Colored pill in the Engagement column. Hot (red) for a reply within 3 days, Warm (amber) for a reply or touch within 7 days, Cooling (blue) for a touch within 14 days, Cold (gray) for no touch in over 14 days. A date or day count sits below it.
- Call
- Per-row button in the Actions column. Opens the dialer for that prospect with a meeting-followup scope, loaded directly so you can call them right from this list. Enabled only when the prospect is enrolled in an active campaign.
- Call (disabled)
- Per-row button shown with a Phone icon when the prospect is NOT enrolled in any active campaign. Disabled with a tooltip explaining they need to be added to a campaign before the dialer can load them.
- View
- Per-row button next to Call in the Actions column. Navigates to /platform/contacts/:id to open the prospect's full contact record.
- Follow-ups count
- Per-prospect count of outbound replies we have sent them from the inbox, shown as an orange pill badge. Zero means no follow-up has gone out yet.
- Follow-up date
- Click the date in the Follow-up column to open a calendar and reschedule the prospect's follow-up, or Clear date to remove it. Saves immediately and re-sorts the row; reverts with an error if the save fails. A dash means no follow-up date is set yet.