Overview
Potential Meetings is the selected client's warm-prospect workspace. It shows the contacts in your authorized scope that are still in play, with filters for search, status, campaign, owner, Set By, engagement, and last-contacted date. Manager-level and other authorized leadership roles can see the selected deal's full permitted Potential scope, while other viewers remain limited to contacts connected through their ownership, potential-setter attribution, meeting-setting, or current or most recent campaign assignment. The current Potential sub-status is authoritative when present: terminal values such as Unresponsive, Not interested, Unqualified, and Blacklisted stay behind Past potentials, while legacy status is used only when no current sub-status exists. Set By identifies who originally qualified a potential and remains separate from the mutable working Owner. Employees can arrange and sort columns, expand history and notes, call eligible prospects, update status and engagement, edit follow-up dates, export the filtered table, and book meetings where permitted. Bulk actions use only selected rows currently visible under the active filters and show one campaign-specific call button for each selected campaign.
How to use this page
Open the Potential queue
Choose a client, then open Potential Meetings under Meetings. No client selection shows a prompt instead of the table. The overview count is the actionable Potential follow-up total, while Past potentials remains a separate historical view.
Understand the visible scope
Potential Meetings is access-scoped for the selected client. Manager-level and other authorized leadership roles can review the selected client's full permitted Potential scope. Other viewers see contacts connected through current ownership, original potential-setter attribution, meeting-setting, or current or most recent campaign assignment. Use the visible filters to focus the work available to you.
Filter the list
Use Search prospects to match a name, company, campaign, email, or Set By name. All Statuses narrows by the current Potential sub-status, All Campaigns filters campaign enrollment or Not enrolled, All Owners includes Unowned, and All Set By narrows to the original setter or Unattributed. Open Filters for engagement stage and a last-contacted date range. Past potentials reveals terminal prospects that previously had Potential Meeting history, while the actionable count excludes them.
Arrange and expand the table
Drag a column grip to a new position, or focus the grip and use the left and right arrow-key controls. SalesHive saves the order for this table, and Reset columns restores the default. Use a row chevron, Expand all, or Collapse all to open or close call history, engagement history, and notes.
Review prospect context
Read the contact, company, campaign, source, Potential status, Owner, original Set By attribution, created date, last-contacted temperature, engagement stage, follow-up counts, last follow-up, and Follow-up date columns. Set By remains unchanged when working ownership changes, and Unattributed means no reliable historical setter is available. A local-time badge appears when a phone number provides a prospect timezone.
Follow up or call
Use the row Call action when an eligible active or paused campaign can supply dial settings and a script. Select multiple visible rows for the bulk bar, review the callable count, then choose the button for the campaign group you want. One campaign-specific button appears for each selected campaign, and each opens its own campaign-scoped dialer session. A selected contact without a usable campaign remains visible but has no call button.
Keep bulk actions inside the current view
Bulk selection and dialer URLs use only selected rows currently visible under the active filters. If a filter changes after a row was selected, that hidden row is not included in the visible bulk bar or a campaign call URL. Clear removes the remaining selection.
Maintain status and engagement
Use the row status select to update the Potential sub-status. The status options include active labels and terminal labels such as Unresponsive, Not interested, Unqualified, and Blacklisted. Use the engagement select to keep the automatic stage or choose a manual stage override. Follow-up date is editable in its row cell, and overdue dates are marked in the table.
Book a meeting
For an active employee-visible potential, choose Book, then enter the meeting date and time, timezone, source, optional owner, and description. Saving moves the prospect into the booked meeting workflow. Past potentials do not show the Book action.
Use the approved pilot projection
On an approved Follow-ups presentation-pilot view, Potential can also appear as a compact embedded worklist inside Pending. That projection inherits the Follow-ups search, campaign, owner, and due-timing filters, supports expansion and campaign-grouped calling, and links back here for the complete table.
What the buttons do
- Search prospects
- Filters by prospect name, company, campaign, email, or Set By name.
- All Statuses
- Shows all current Potential sub-statuses or narrows the table to one status such as Sent Info, Interested, Referral, Follow Up Later, Unresponsive, Not Interested, Unqualified, or Blacklisted.
- All Campaigns / Not enrolled
- Filters by campaign enrollment or shows only prospects without an enrolled campaign.
- All Owners / Unowned
- Filters by the visible follow-up owner or shows prospects without an owner.
- All Set By / Unattributed
- Filters to an original Potential setter or to rows without reliable setter history.
- Filters
- Opens engagement-stage and last-contacted date-range filters.
- Past potentials
- Includes historical Potential Meeting prospects classified as terminal, including current Unresponsive, Not interested, Unqualified, or Blacklisted sub-statuses. It is off by default.
- Expand all / Collapse all
- Opens or closes every visible row's call history, engagement history, and notes panel.
- Export CSV
- Exports the prospects currently covered by the selected filters, including Set By attribution.
- Reset columns
- Restores the standard Potential Meetings table order.
- Column grip
- Drags a column or moves it with the left and right arrow keys for employees.
- Set By
- Shows who originally qualified the contact as a Potential Meeting, or Unattributed when reliable history is unavailable. It is independent of the current working Owner and can be sorted.
- Row chevron
- Expands or collapses a prospect's call history and notes.
- Status
- Updates the current Potential sub-status. Terminal values are classified behind Past potentials.
- Engagement stage
- Keeps the automatic engagement stage or applies a manual stage override.
- Follow-up date
- Sets or revises the prospect's next follow-up date. Overdue dates are marked in the table.
- Call
- Opens the dialer for one prospect when an eligible campaign is available. It is disabled when no usable campaign can supply dial settings and a script.
- Select all filtered prospects
- Selects every currently visible filtered row for employee bulk actions.
- Call campaign (N)
- Opens a campaign-scoped dialer session for selected rows currently visible and resolved to that campaign. One button appears for each selected campaign group.
- Clear
- Clears the current bulk selection.
- Book
- For authorized employees, opens the meeting form to convert an active potential into a booked meeting.
- View
- Opens the prospect's Contact Detail record.
- Delete potential
- Removes an active prospect from Potentials after confirmation. This action is not offered for past potentials.