Potential Meetings

Overview

Potential Meetings is your shortlist of warm leads who are still in play for the selected client. By default it shows your interested prospects plus active potentials: prospects who had a Potential Meeting engagement and are still follow-up-worthy because they have not landed in a terminal status. Together these are the people most likely to turn into a meeting, lined up in follow-up order so no warm lead goes quiet. Past potentials, prospects who had a Potential Meeting but have since moved to a terminal status, are hidden behind a Past potentials toggle so they do not clutter the everyday list. This includes legacy Potential Meeting records marked Unresponsive, even when the migrated contactStatus still says interested or attempting_first_contact. The In play count and the Potential Meetings tile on the dashboard still count interested prospects only, so that number stays focused. Contacts who only asked for more information are a separate number (Info Requests on the dashboard) and do not appear here. Each prospect shows an inline sub-status dropdown so you can classify them: Interested, Sent Info, Referral, Follow Up Later, Forward to Client, or Unresponsive. Unresponsive is treated as terminal for this working queue, and past potentials can also be labeled Unqualified, Not Interested, or Blacklisted. A Last Contacted column gives each prospect a temperature badge (Hot, Warm, Cooling, or Cold) based on how recently they replied or were touched, and a separate Engagement Status column has an inline selector. In automatic mode it shows the highest stage from live engagement plus the migrated Potential Meetings and older legacy cadence fields; real call and email follow-up activity continues from that stage. You can also choose a manual stage from Sent Info through 12th Follow Up, or return the row to Auto. Each prospect's name also carries a single timezone badge showing the live local time and zone together, like 9:35 AM ET (green when it is within calling hours), so you can tell at a glance whether a callback makes sense. A follow-up Owner column shows which SDR owns each warm lead: ownership is stamped the moment a prospect is marked Interested and stays sticky until that prospect is booked, so a warm lead stays with the SDR who first worked it rather than jumping to whoever dials it next. SDRs viewing this page only see prospects they own or that are unowned, matching the dialer ownership gate; managers and admins see the full list. The primary filter bar has a Search box, a sub-status filter, a Filters toggle that opens a collapsible panel for engagement, owner, and last-contacted date range filters, the Past potentials toggle, Expand all and Collapse all buttons, and an Export CSV button. Active filters show as removable chips above the table. The Follow-ups column shows how many follow-ups have gone out, combining replies sent on this platform with any carried-over legacy follow-ups so migrated contacts no longer look untouched. You can 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. A Source column identifies whether the latest known engagement was Phone or Email, and a dash means no channel evidence is available. Prospect names link directly to the full contact record, in addition to the View action.

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 a headline that reads, for example, 12 interested prospects still in play and 4 active potentials, so you can see both the warm KPI set and the wider still-in-play set at once. Below it are three counts. In play is the interested prospects still in play (this is the number that matches the dashboard Potential Meetings tile). 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 and filter prospects
Type in the search box to filter by name, company, email, or title. Use the sub-status dropdown next to it to narrow by sub-status. Click the Filters button to open a collapsible panel with three more filters: Engagement (No stage, Sent Info, or 1st through 12th Follow Up), Owner (a specific SDR, or Unowned for prospects no one has claimed yet), and a last-contacted date range (From and To date inputs that filter on when the prospect was last touched; contacts with no last contacted date are excluded when a date filter is active). Click Clear filters inside the panel to reset all four at once, or Close to collapse it. The Filters button shows a count badge when any of these are set. Active filters also appear as removable chips above the table, alongside the results count. Past potentials are hidden by default; turn on the Past potentials toggle to add them to the view. If your filters hide every prospect, the table shows No prospects match these filters with a Clear search and filters button to reset everything at once. Legacy Potential Meeting records marked Unresponsive are classified as past potentials and stay hidden until you turn on Past potentials, even when their migrated contactStatus is still interested or attempting_first_contact.
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 (a clickable name, email, title, and a timezone badge showing the prospect's live local time and zone together, like 9:35 AM ET, when a phone number can resolve one), company, a Source value showing the latest known Phone or Email engagement, sub-status with a colored badge, an Owner column showing who owns the follow-up for that prospect (or Unowned), a Last Contacted column with a temperature badge (Hot, Warm, Cooling, or Cold) and the last touch date, an Engagement Status column with an inline selector showing Auto: the current stage or a manually selected stage from Sent Info through 12th Follow Up, 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.
See who owns each follow-up
The Owner column shows which SDR owns the follow-up for each prospect. A prospect gets an owner the moment they are marked Interested (through a call disposition or an inbox triage), and that owner sticks until the prospect is booked, so a different SDR dialing later does not take the lead over (the dialer also keeps another SDR's owned prospects out of your cold-dial queue). Prospects who have not been marked Interested yet show Unowned in italic. Hover any owner (or Unowned) for a tooltip explaining the rule. Use the owner dropdown in the Filters panel to narrow the list to one SDR's prospects, or to Unowned to find warm leads no one has claimed. SDRs viewing this page only see prospects they own or that are unowned; managers and admins see the full list.
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. The options include Interested (green), Sent Info (purple), Referral (blue), Follow Up Later (amber), Forward to Client (sky blue), and Unresponsive (gray), plus Unqualified (slate), Not Interested (red), and Blacklisted (dark red) for past potentials. Unresponsive is terminal for the working queue; legacy Potential Meeting rows marked Unresponsive are placed behind Past potentials on the next load. 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.
Reveal past potentials
Prospects who had a Potential Meeting but have since moved to a terminal status are past potentials. This includes direct Unresponsive contact statuses and legacy Potential Meeting rows whose stored sub-status is Unresponsive, even if the migrated contactStatus still says interested or attempting_first_contact. They are hidden by default so the everyday working list stays focused on people still in play. Click the Past potentials toggle in the filter row to add them to the view; the toggle shows how many there are, is always clickable, and highlights when past potentials are in view. Turn the toggle off to hide them again.
Read a prospect's engagement status
The Engagement Status column is an inline selector for every visible prospect, including past potentials. In automatic mode it shows the highest available stage from live engagement data, the migrated Potential Meetings stage, and the older legacy email-cadence stage. Labels run from Sent Info for stage 0 through 1st Follow Up, 2nd Follow Up, and so on up to 12th Follow Up. Real follow-up calls and sent emails continue the automatic stage. If a row has a manual override, the selector shows the chosen stage and its tooltip says that a manual override is active. Return the selector to Auto to recalculate from the stored live and legacy stages. Use the Engagement filter to narrow the list to No stage, Sent Info, or a specific follow-up stage.
Set an engagement stage manually
Open the Engagement Status selector in a row and choose Sent Info or a numbered Follow Up stage through 12th Follow Up. The change saves immediately with an optimistic update. If saving fails, the row returns to its previous stage and an error toast appears. A manual override remains active until you choose Auto: the current stage. Returning to Auto uses the highest stored live or migrated stage, while later real call dispositions and sent follow-up emails can continue from a manual stage.
Check whether it is a good time to call
Next to each prospect's name, a single timezone badge shows the prospect's live local time and short zone together, like 9:35 AM ET, derived from the first available phone number's area code. The badge is green when it is within calling hours (8am to 6pm the prospect's local time) and gray when it is outside those hours, so you can see at a glance whether a callback makes sense right now. The local time updates every 30 seconds. The badge only appears when a phone number resolves to a US time zone; if no phone is on file or the area code does not map, no badge shows. Hover it for the full zone name and whether you are inside or outside calling hours.
Expand or collapse all rows
Click Expand all in the filter bar to open every filtered row's history panel at once, loading each prospect's engagement history on demand. Click Collapse all to close them all. Both buttons are disabled when there is nothing to expand or collapse. This is useful when you want to scan call history and notes across the whole list rather than opening rows one at a time.
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
Click the prospect's linked name or the View button next to Call in the Actions column to navigate to the 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 Last Contacted 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 shows the total number of follow-ups for that prospect, combining replies sent to them from this platform's inbox with any follow-ups carried over from the legacy platform (legacy call dispositions such as Asked-for-Info or Potential). It appears as an orange pill badge, so a higher number means the prospect has been nudged several times already. If the count includes any carried-over legacy follow-ups, a small asterisk sits next to the number; hover the badge to see a tooltip that breaks the total out into how many were sent on this platform versus carried over from the legacy platform. A zero means no follow-up has gone out, on either platform.
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.
Export the filtered list as CSV
Click Export CSV in the filter bar to download a CSV of the currently filtered prospects. The export includes name, email, company, Source, title, status, sub-status, owner, engagement step, follow-up count, last contacted date, follow-up date, and timezone. Only the rows matching your current filters are exported, so set your filters first if you want a specific slice.

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, Forward to Client, Unresponsive, Unqualified, Not Interested, or Blacklisted. Unresponsive is treated as a terminal past-potential label for the working queue. Leave on All Statuses to see everyone.
Filters toggle: Opens and closes the collapsible filter panel that holds the engagement stage, owner, and last-contacted date range filters. Shows a count badge when any of those filters are active, like Filters (2).
Engagement dropdown (filter): Inside the collapsible filter panel. Narrows the list by engagement stage: No stage, Sent Info, or a specific stage from 1st Follow Up through 12th Follow Up. Leave on All engagement to see everyone.
Owner dropdown (filter): Inside the collapsible filter panel. Narrows the list by who owns the follow-up: a specific SDR, or Unowned for prospects no one has claimed yet. Leave on All owners to see everyone.
Last contacted date range (filter): Inside the collapsible filter panel. Two date inputs, From and To, that filter on when the prospect was last contacted. Contacts with no last contacted date are excluded when a date filter is active. Both empty means no date filter.
Clear filters: Button inside the collapsible filter panel that clears the engagement, owner, and date range filters at once. Only appears when at least one of those filters is set.
Close (filter panel): Button in the filter panel header that collapses the panel back to the Filters toggle.
Past potentials toggle: Button in the filter row that reveals past potentials, including direct Unresponsive statuses and legacy Potential Meeting rows marked Unresponsive, even when their migrated contactStatus still looks active. Default off; shows the count and is always clickable, highlighting when past potentials are in view.
Expand all: Opens every filtered row's history panel at once, loading each prospect's engagement history on demand. Disabled when there are no rows to expand.
Collapse all: Closes all expanded row panels at once. Disabled when none are expanded.
Export CSV: Downloads a CSV of the currently filtered prospects with name, email, company, Source, title, status, sub-status, owner, engagement step, follow-up count, last contacted date, follow-up date, and timezone. Only rows matching the current filters are exported.
Filter chips: Removable pill chips above the table that show which filters are active (sub-status, engagement, owner, date range, past potentials). Click a chip to clear that filter.
Select all (checkbox): Checkbox in the table header that selects or deselects every prospect in the current filtered list for bulk actions.
Row checkbox: Per-row checkbox in the first column. Toggles that prospect's selection for bulk calling.
Expand arrow: Per-row button at the start of each row. Opens an inline panel with that prospect's call history and notes. Click again to collapse. The history loads on demand the first time and is cached after that.
Sub-status dropdown (per row): Inline dropdown in the Status column to reclassify a prospect: Interested, Sent Info, Referral, Follow Up Later, Forward to Client, Unresponsive, Unqualified, Not Interested, or Blacklisted. Unresponsive is terminal for the working queue, and legacy Potential Meeting rows marked Unresponsive are shown as past potentials after the next load. The badge color changes per status. Changes save instantly with an optimistic update.
Owner (column): Per-row value showing the SDR who owns the follow-up for that prospect, or Unowned (italic) if no one has claimed it yet. Ownership is stamped when the prospect is marked Interested and stays sticky until the prospect is booked. Hover for a tooltip on the ownership rule.
Timezone badge: Single badge next to a prospect's name showing the prospect's live local time and short zone together, like 9:35 AM ET, derived from the first available phone's area code. Green means within calling hours (8am to 6pm local); gray means outside. Updates every 30 seconds. Only shows when a phone resolves to a US time zone.
Temperature badge: Colored pill in the Last Contacted 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.
Engagement stage (per row): Inline selector in the Engagement Status column. Auto: the current stage derives from live and migrated engagement history. You can choose Sent Info or 1st through 12th Follow Up as a manual override, and choose Auto again to return to automatic calculation. Real calls and sent follow-up emails can continue the stage, and the selector reverts if its save fails.
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. The prospect name in the Contact column is also a direct link to the same record.
Follow-ups count: Per-prospect total follow-up count in an orange pill badge, combining replies sent from this platform's inbox with any carried-over legacy follow-ups (legacy call dispositions). An asterisk next to the number marks counts that include legacy follow-ups; hover the badge for a tooltip breaking out how many came from each source. 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.
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 all callable selected prospects from the largest campaign group. Disabled when no selected prospects are enrolled in a campaign.
Clear (bulk bar): Button in the bulk action bar that deselects all selected prospects.
Clear search and filters: Button in the empty-state message that appears when filters hide all prospects. Resets search, sub-status, engagement, owner, and date filters at once.
Contact name (link): Clickable prospect name in the Contact column. Opens that prospect's full record at /platform/contacts/:id.
Source: Column showing the latest known engagement channel, Phone or Email. A dash means no channel evidence was found.

Common questions

Open the Meetings dropdown in the sidebar and choose Potential Meetings, or click the Potential Meetings tile on the dashboard's Performance Overview. Both land on this page for the client currently selected in the switcher.

By default the list shows your interested prospects plus active potentials. An active potential is a prospect who had a Potential Meeting engagement and is still follow-up-worthy because it has not landed in a terminal status, so nothing still in play disappears. Past potentials, including direct Unresponsive statuses and legacy Potential Meeting records marked Unresponsive, are hidden behind the Past potentials toggle. Contacts who only asked for more information are not counted in the interested set. A follow-up date is not required, so prospects nobody has scheduled a follow-up for still appear, sorted to the bottom.

An active potential had a Potential Meeting engagement and is still follow-up-worthy, so it stays on the everyday list alongside interested prospects. A past potential had a Potential Meeting too but has reached a terminal outcome, including Unresponsive, Unqualified, Not Interested, or Blacklisted. Legacy Potential Meeting data can be past even when the migrated contactStatus still says interested or attempting_first_contact. Past potentials are hidden behind the Past potentials toggle to keep the working list clean.

The dropdown includes Interested (green) for a warm prospect, Sent Info (purple) for materials sent, Referral (blue) when they point you to someone else, Follow Up Later (amber) for a requested later touch, Forward to Client (sky blue) when the conversation is handed to the client, and Unresponsive (gray) after repeated attempts with no reply. Unresponsive is terminal for this working queue, so a legacy Potential Meeting row marked that way is a past potential. Past-potential terminal labels also include Unqualified (slate), Not Interested (red), and Blacklisted (dark red).

It flags a prospect you have tried reaching many times with no reply. Unresponsive is treated as terminal for the Potential Meetings working queue. Direct Unresponsive contact statuses and legacy Potential Meeting rows whose stored sub-status is Unresponsive appear behind the Past potentials toggle, including rows whose migrated contactStatus still says interested or attempting_first_contact.

They classify past potentials, prospects who had a Potential Meeting but have since moved to a terminal status. Unresponsive is also a terminal past-potential label for prospects who went quiet. Unqualified covers prospects removed or cancelled as not a fit. Not Interested consolidates the various not-interested objections. Blacklisted covers both contact-level and domain-level blacklists. You see these labels in the per-row dropdown and the sub-status filter, and the Past potentials toggle reveals the rows.

Open the dropdown in the Status column and pick a new value. It saves immediately and the badge color updates to match. If the save fails the dropdown snaps back to the prior value with an error.

The Filters button toggles a collapsible panel that holds the engagement stage, owner, and last-contacted date range filters. The button shows a count badge, like Filters (2), when any of those filters are active. Inside the panel you can narrow by No stage, Sent Info, a numbered Follow Up stage, follow-up owner, or a date range, then click Close to collapse it back. Active filters also appear as removable chips above the table.

Expand all opens every filtered row's history panel at once, loading each prospect's engagement history on demand. Collapse all closes them all. Both buttons sit in the filter bar and are disabled when there is nothing to expand or collapse. This is faster than opening rows one at a time when you want to scan call history and notes across the whole list.

Yes. Click Export CSV in the filter bar to download a CSV of the currently filtered prospects. The export includes name, email, company, Source, title, status, sub-status, owner, engagement step, follow-up count, last contacted date, follow-up date, and timezone. Only the rows matching your current filters are exported, so set your filters first if you want a specific slice.

If you are an SDR, the page only shows prospects you own or that are unowned, matching the dialer ownership gate so you never see leads you cannot call. Managers and admins see the full list for the selected client. Use the owner filter inside the Filters panel to narrow further, or set it to Unowned to find warm leads no one has claimed.

It is an inline selector for every visible prospect, including past potentials. In automatic mode it shows the highest stage from live engagement data, the migrated Potential Meetings stage, and the older legacy email-cadence stage. Stage 0 is labeled Sent Info, followed by 1st Follow Up through 12th Follow Up. Real call dispositions and sent follow-up emails can increment the stage. A manual override replaces the automatic value until you choose Auto: the current stage. The Engagement filter can show No stage or one specific stage.

Yes. A real call disposition or a sent follow-up email can increment the engagement stage for an interested prospect. Automatic calculation continues from the highest stored live or migrated Potential Meetings or legacy cadence stage. If you set a manual override, the next qualifying call or email continues from that manual stage. Choosing Auto removes the override and returns the row to the highest stored automatic stage.

It shows the prospect's live local time and short timezone together in a single badge, like 9:35 AM ET, derived from the first available phone number's area code. The badge is green when it is within calling hours (8am to 6pm local time) and gray when it is outside, so you know whether a callback makes sense right now without leaving the list. The local time updates every 30 seconds. It only appears when a phone number resolves to a US time zone; if the prospect has no phone or the area code does not map, no badge shows. Hover it for the full zone name and a note on whether you are inside or outside calling hours.

It shows which SDR owns the follow-up for that prospect. A prospect gets an owner the moment they are marked Interested (through a call disposition or an inbox triage), and that owner is sticky until the prospect is booked, so the same person keeps the lead even if a teammate dials them later. Prospects who have not been marked Interested yet show Unowned in italic. Use the owner dropdown in the Filters panel to narrow the list to one SDR, or to Unowned to find unclaimed warm leads.

Ownership is stamped automatically the first time a prospect is marked Interested, whether that happens through a call disposition in the dialer or an inbox triage that moves them to Interested. It stays on that prospect, sticky, until the prospect is booked (meeting set), at which point the follow-up is done and the owner is cleared. There is nothing to set manually.

Not by dialing. Ownership is deliberately sticky, so a teammate dialing an already-owned prospect later does not transfer the lead to them. The dialer also actively keeps prospects owned by another SDR out of your cold-dial queue on multi-SDR campaigns, so two reps do not step on each other's warm leads. This keeps a warm lead with the SDR who first worked it. Ownership only clears when the prospect is booked.

It opens the dialer for that prospect with a meeting-followup scope, so you can call them directly from this list rather than navigating to the campaign dialer first. The button is only enabled when the prospect is enrolled in an active campaign. If it is disabled, a tooltip explains that the contact needs to be added to a campaign first.

The View button next to Call in the Actions column navigates to the prospect's full contact record at /platform/contacts/:id. The prospect name in the Contact column is also clickable and opens the same record.

The In play count and the dashboard Potential Meetings tile both count interested prospects only, so they always agree, even though the visible list also includes active potentials. The headline above the stats calls out how many active potentials are on the list separately. The dashboard shows Info Requests (asked for info) as its own separate tile next to Potential Meetings.

They are counted separately as Info Requests, shown as their own tile on the dashboard's Performance Overview rather than folded into Potential Meetings. This matches the legacy platform, where Potential Meeting and Asked for Info were distinct dispositions.

The total number of follow-ups for that prospect, shown as an orange pill badge. It combines the replies we have sent them from this platform's inbox (our outbound messages on their thread) with any follow-ups carried over from the legacy platform, which came from legacy call dispositions such as Asked-for-Info or Potential. Including the legacy count means a migrated contact no longer shows zero just because their old call follow-ups happened outside this platform. If any legacy follow-ups are in the total, a small asterisk marks the count; hover the badge to see a tooltip that breaks the total into how many were sent on this platform versus carried over from the legacy platform. A zero means no follow-up has gone out on either platform.

The asterisk means that prospect's follow-up total includes one or more follow-ups carried over from the legacy platform (legacy call dispositions like Asked-for-Info or Potential), not just replies sent through this platform's inbox. Hover the badge for a tooltip that shows how many came from each source. It is there so you can tell the difference between a prospect who has genuinely been worked hard on this platform and one whose count is partly historical.

Click the date in the Follow-up column. A calendar opens where you can pick a new date or choose Clear date to remove it entirely. The change saves right away, the row jumps to its new position in the soonest-first order, and if anything goes wrong saving it the date snaps back and you get an error.

The prospect's follow-up date has already passed. Overdue rows are tinted red and tagged Overdue, and the Overdue count in the summary band turns red so you know you are behind on those follow-ups.

The Last Contacted column shows a Hot, Warm, Cooling, or Cold badge based on how recently the prospect replied or was touched. Hot (red) means a reply within the last 3 days. Warm (amber) means a reply within 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, and the row shows how many days it has been. The Cold count in the summary band tracks how many prospects are in the Cold tier.

Yes. Use the checkboxes in the first column to select multiple prospects (or the select-all checkbox in the header to grab the whole filtered list), then click Call Selected in the bulk action bar that appears. It opens the dialer with a meeting-followup scope loaded with every callable selected prospect from the largest campaign group. Prospects on other campaigns are skipped with a toast telling you how many, and prospects not enrolled in any campaign cannot be called.

Click the expand arrow at the start of a row to open an inline panel with that prospect's engagement history. The left side lists every logged call with its disposition, date and time, direction, duration, and notes. The right side lists contact notes with the author and timestamp, plus any earlier legacy note. The history loads on demand the first time you expand a row and is cached after that, so re-expanding is instant.

It depends which message you see. No interested prospects yet means the selected client has no interested prospects or active potentials; move a prospect into the Warm Lead, Not Yet Booked status and they appear here. No prospects match these filters means there are prospects but your search, sub-status, engagement, owner, or date range filter (or the Past potentials toggle being off) hid them all, so use the Clear search and filters button to bring the full list back. If no client is selected at all, pick one first.

Booked Meetings lists meetings that are already set. Potential Meetings is the warm pipeline before that: interested prospects and active potentials who have not booked yet.

Source identifies the latest known engagement channel for the prospect, Phone or Email. Phone uses the newest live call or migrated legacy LastCallDate. Email uses the newest outreach email, inbound reply, migrated Potential Meetings stage date, or legacy email-cadence touch. When both channels exist, the newer evidence wins. A dash means no channel evidence is available. This is engagement source, not the contact import or referral provenance field.

Yes. Click the linked name in the Contact column to open that prospect's full contact record. The View button in Actions opens the same destination.

Yes. Use the inline selector in the Engagement Status column and choose Sent Info or a numbered Follow Up stage through 12th Follow Up. The change saves immediately and the row updates optimistically. Choose Auto: the current stage to remove the override and return to automatic calculation. If the save fails, the previous value is restored and an error toast appears.

Unresponsive now marks the end of the working Potential Meetings queue. A direct contactStatus of Unresponsive is past, and a legacy Potential Meeting row with custom or migrated sub-status Unresponsive is also treated as past even if its migrated contactStatus still says interested or attempting_first_contact. Turn on Past potentials to review it.

Overview

How to use this page

Pick a client to load potential meetings

Read the summary band

Find and filter prospects

Work the list in follow-up order

See who owns each follow-up

Classify a prospect with the sub-status dropdown

Reveal past potentials

Read a prospect's engagement status

Set an engagement stage manually

Check whether it is a good time to call

Expand or collapse all rows

Call a prospect from the table

Call multiple prospects at once

Open a prospect's full contact record

Read a prospect's engagement temperature

Check how many follow-ups have gone out

Reschedule a follow-up right from the table

Expand a row to see call history and notes

Export the filtered list as CSV

What the buttons do

Common questions

Get an answer from a real person

Contact support

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