Potential Meetings

Overview

Potential Meetings is your shortlist of warm prospects who are still in play for the selected client. It pulls every contact on that deal who has a follow-up date set and is sitting in a warm-but-not-booked status (Asked for Info, Interested, or Unresponsive). Use it to chase the people most likely to turn into a meeting, in follow-up order, so no warm lead goes quiet. You can see how many follow-ups have already gone out to each prospect and reschedule a follow-up date right from the table. Pick a client in the Select Client dropdown first; the page is always scoped to that one deal.

How to use this page

1. 1
   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.

2. 2
   Read the summary band

   The band at the top shows the client name and three counts. In play is the total warm prospects with a follow-up date. Overdue is how many of those follow-up dates have 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.

3. 3
   Find a prospect

   Type in the search box to filter by name, company, email, or title. Use the status dropdown to narrow to a single status (only the statuses actually present in the list are offered). The two filters work together.

4. 4
   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. Each row shows the contact (name, email, title), company, current status, the last reply or touch with how many days ago it was, how many follow-ups have been sent, and the follow-up date. Rows whose follow-up date has passed are tinted red and tagged Overdue.

5. 5
   Spot the prospects going cold

   In the Last Reply / Touch column, a blue Cold flag with a day count appears when the most recent reply or outbound touch is more than 14 days old. Otherwise you see how many days ago the last touch was. This tells you who needs a fresh nudge before they slip away.

6. 6
   Check how many follow-ups have gone out

   The Follow-ups Sent column counts the replies we have already sent back to that prospect from the inbox. 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.

7. 7
   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.

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.

Status dropdown

Narrows the list to a single status. Only the statuses present in the current list appear (Asked for Info, Interested, Unresponsive). Leave on All statuses to see everyone.

In play / Overdue / Cold stats

The three counts in the summary band: total warm prospects with a follow-up date, how many are past their follow-up date, and how many have had no touch in over 14 days.

Follow-ups Sent count

Per-prospect count of outbound replies we have sent them from the inbox. 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.

Common questions