Potential Meetings

Overview

Potential Meetings is the selected client workspace for prospects that may become meetings. Search, status, campaign, and Set By controls narrow the list, while advanced filters and saved columns support deeper review. Set By identifies who originally qualified the prospect as a Potential Meeting, on both this page and the embedded Follow-Ups view. The list, filter, sorting and CSV use that historical attribution, separately from current follow-up ownership. Overdue prospects remain visible through the Overdue summary, follow-up date treatment, and explicit Overdue label without tinting the entire row. Call and selection controls continue to follow the shared warm-prospect eligibility decision. A self-serve workspace has no calling, so its rows offer Open in inbox and Email instead. For internal users while the priority rollout is active, a recent provider-backed call tied to the current Potential action and made on the previous local calendar day or later relative to its date-only due date removes that row from the Overdue count and label during the five-business-day window. The date cell shows Called, the date, result, and needs next step. The potential remains open with its saved date. Where email evidence is separately enabled, a verified human SDR Inbox reply to the exact prospect and current Potential action can also qualify under the same date and five-business-day rules, showing Email reply sent and needs next step. An unanswered qualifying prospect reply takes priority over worked credit. Calls made two or more calendar days before the due date, unrelated outreach, unverified email, or unavailable evidence do not qualify. Changing the date requires fresh evidence; older calls cannot satisfy a new obligation. Client viewers retain their existing behavior. If the priority rollout is narrowed or disabled, board availability follows that setting. On enabled internal views, a date-only follow-up marked Worked, needs next step shows Original due when it has both a saved due date and qualifying outreach evidence. The date is visually subdued because it is context for the work already attempted. It is not cleared or moved, and the follow-up remains open. Timed promises, confirmations, missing evidence, and work that needs attention keep Follow-up Date. Review Activity Notes and choose the next step using the controls available in that view.

How to use this page

Open the Potential queue
Choose a client, then open Potential Meetings under Meetings. The Platform header identifies the route as Potential Meetings, and a table-shaped loading state appears while the read completes. 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, and every client user, see the selected client's full Potential queue. Other employees see contacts connected through current ownership, original potential-setter attribution, meeting-setting, or current or most recent campaign assignment. On a shared calling queue, campaign assignment means the SDR who owns that contact's calling half, and a half whose SDR has left the client returns to the primary SDR. Booking stays employee-only. Use the visible filters to focus the work available to you.
Filter the list
Use Search, All Statuses, All Campaigns, and All Set By for the main view. Select Filters for advanced setter, campaign, date, contact, company, activity, call, email, cadence, and custom-field conditions. Active filter chips can be removed individually. Past potentials reveals older records when available.
Arrange and expand the table
Choose Columns to show, hide, reorder, or reset the supported owner-free field set. Select a supported heading to sort. Expand a row for notes, follow-up timing, engagement, history, contact details, and available actions.
Review and retry contact notes
Expand a row to open its history and Notes. Employee views show call history beside the notes; a self-serve workspace shows Notes only. Loading notes appears during the read. If the notes request fails, SalesHive shows Could not load notes. Try again with Retry instead of treating the history as empty. Select Retry to load the same contact thread again.
Review prospect context
Read the contact, company, campaign, source, Potential status, Set By, created date, last-contacted temperature, engagement stage, follow-up counts, last follow-up and Follow-up date columns. Set By shows who originally qualified the prospect on both this page and Follow-Ups. Unattributed means reliable historical setter attribution is unavailable. Current follow-up ownership remains separate. A local-time badge appears when a phone number provides a prospect timezone.
Follow up or call
Use the row Call action only when the prospect is currently eligible and an active, non-archived campaign can supply dial settings and a script. SalesHive keeps an unavailable prospect visible but disables its checkbox and Call control with the reason. Reasons include terminal or booked status, contact or domain blocking, another booked or qualified contact at the company, the client working that company in its own pipeline, another SDR already claiming the prospect in an active dial session, or no usable campaign. Eligible calls open the campaign-scoped Dialer.
Keep bulk actions inside the current view
Bulk selection and Dialer URLs use only callable rows currently visible under the active filters. Select all skips unavailable prospects, the actionable and callable totals use the same eligibility decision, and each campaign button contains only its eligible contacts. If filters or availability change, hidden or unavailable rows do not enter the visible bulk bar or Dialer URL. Clear removes the remaining selection.
Follow up by email in a self-serve workspace
A self-serve workspace has no calling, so rows show no checkboxes, bulk Call bar or Call button. Select Open in inbox to see the Email Inbox already searched for the prospect's email address (shown only when the prospect has one). Select Email to open the contact's page with a new email ready to write; if no mailbox is connected, that page explains why. Follow-Ups is not part of a self-serve workspace, so its link opens this page instead.
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. Client users can review matching rows but cannot book.
Use the designated employee presentation projection
Authorized employees can also work the embedded Potential worklist inside Pending. That projection inherits the Follow-Ups search, campaign, Set By, and due-timing filters, supports expansion and campaign-grouped calling, and links back here for the complete table. Source date editing remains limited to the approved presentation cohort.
Review a worked potential
For internal users while the priority rollout is active, a recent provider-backed call tied to the current Potential action and made on the previous local calendar day or later relative to its date-only due date removes that row from the Overdue count and label during the five-business-day window. The date cell shows Called, the date, result, and needs next step. The potential remains open with its saved date. Where email evidence is separately enabled, a verified human SDR Inbox reply to the prospect's incoming message on the current Potential action can also qualify under the same date and five-business-day rules, showing Email reply sent and needs next step. An unanswered qualifying prospect reply takes priority over worked credit. A prospect reply counts when it comes from the contact's email address, from another address at the contact's company domain (free mail such as Gmail does not count), or as an answer to an email sent to the contact. Calls made two or more calendar days before the due date, unrelated outreach, unverified email, or unavailable evidence do not qualify. Changing the date requires fresh evidence; older calls cannot satisfy a new obligation. Client viewers retain their existing behavior. If the priority rollout is narrowed or disabled, board availability follows that setting. Review the row history and choose the next follow-up date or appropriate action.
Read Original due after verified work
On enabled internal views, a date-only follow-up marked Worked, needs next step shows Original due when it has both a saved due date and qualifying outreach evidence. The date is visually subdued because it is context for the work already attempted. It is not cleared or moved, and the follow-up remains open. Timed promises, confirmations, missing evidence, and work that needs attention keep Follow-up Date. Review Activity Notes and choose the next step using the controls available in that view. The worked outreach display shows the call or email reply date first, then a compact outlined result label, such as No answer or Reply recorded, with Needs next step underneath. Hover for available time and actor details.
Review recognized campaign work
On separately enabled internal accounts, an ordinary campaign call can also mark one dated Potential, Asked for Info or Callback obligation Worked, needs next step. SalesHive must verify the prospect, selected client, campaign, calling session and caller, and find only one unambiguous obligation. Another open or recently completed callback can prevent credit even when it is hidden from the current view. The call must meet the existing due-date and five-business-day rules; timed callbacks still require work at or after the promised time. Later status, date or callback changes invalidate older calls. Confirmation and Reschedule keep their meeting-specific evidence, and Referral remains eligible for verified email credit only. This recognition changes no saved date, status or task completion. Review Activity Notes and choose the next step. Availability is limited to selected internal accounts and can differ between clients; it is not enabled for every account or for client views.
Read an optional follow-up date
In the Follow-Ups presentation of Potential Meetings, an empty follow-up date reads Not scheduled. The Action area does not repeat a Needs date badge for an undated potential. An optional missing date does not by itself mean the prospect is overdue. Use the existing date control where editing is available to choose the next follow-up date; viewing the label changes no date, status or completion.
Review removal from the Follow-Ups presentation
When this Potential list is embedded in an authorized internal Follow-Ups view, each row shows Remove Potential. The first click only opens the row history; it does not remove the prospect. Review Activity Notes, then select Remove Potential again (now red) and confirm. The prospect becomes Unresponsive, the follow-up date clears and open same-contact Callbacks close; the contact and decision history remain. Keep Active cancels. This shortcut does not add removal permissions to client or read-only views.
Read the contact job title
In the Potential Meetings table, Title has its own sortable column that you can reorder with the others, and Not recorded means no job title is saved. Existing column preferences are kept. When these rows appear inside Follow-Ups, the title sits under the company name instead; hover over a long title to read all of it.
Distinguish the original setter from the current owner
Use Set By to review original qualification attribution. Current follow-up ownership is separate; changing an owner does not replace the original setter.

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 Set By / Unattributed: Filters by the original qualifying SDR or by unavailable historical attribution.
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 prospect, or Unattributed when reliable historical attribution is unavailable. Sort to group by the original setter.
Row chevron: Expands or collapses a prospect's notes, plus call history where calling is available.
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 campaign Dialer only when the prospect passes current calling safety checks. Otherwise it stays disabled and shows the exact reason. Not shown in a self-serve workspace.
Open in inbox: Self-serve workspaces only. Opens the Email Inbox already searched for the prospect's email address. Hidden when the prospect has no email address.
Email: Self-serve workspaces only. Opens the contact's page with a new email ready to write.
Select all filtered prospects: Selects only currently visible prospects that are eligible for calling. Unavailable rows remain visible but unselected.
Call campaign (N): Opens a campaign-scoped Dialer session for the selected visible contacts that still pass the shared calling eligibility decision.
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.
Retry: Reads the expanded contact notes thread again after a temporary load failure.

Common questions

Potential Meetings is access-scoped. Manager-level and other authorized leadership roles, and every client user, see the selected client's full Potential queue, including rows labeled Forward to Client. Other employees see rows connected through current ownership, original potential-setter attribution, meeting-setting, or current or most recent campaign assignment (on a shared calling queue, only your own calling half). Booking stays employee-only.

The default table shows Interested and active potential prospects that are still follow-up-worthy. Past potentials are terminal prospects with Potential Meeting history and appear only after you choose Past potentials. A current terminal Potential sub-status, including Unresponsive, Not interested, Unqualified, or Blacklisted, takes precedence over an older legacy label.

Yes, use the row Call action when an eligible active, non-archived campaign supplies dial settings and a script. For bulk work, select visible rows and choose the campaign-specific call button for the group you want. One button appears per selected campaign, and a contact without a usable campaign remains visible but cannot be called. A self-serve workspace has no calling, so its rows offer Open in inbox and Email instead.

The bulk bar and dialer URLs use only selected rows currently visible under the active filters. A row that remains checked in stored selection state but is hidden by a filter is not included until it is visible again.

The prospect has no current campaign enrollment that can supply the follow-up dialer settings and script. Use the campaign filter to review these rows, but expect Call to remain unavailable until a usable campaign is present.

Yes. Drag a column grip, or use its left and right arrow-key controls. SalesHive saves the order for this table, and Reset columns restores the default.

Set By identifies who originally qualified the prospect as a Potential Meeting. Both the standalone page and Follow-Ups use this historical attribution in the list, filters, sorting and CSV. Changing the current Potential Meeting Owner does not change this attribution. Unattributed means reliable historical setter evidence is unavailable. When the Email Responder sorts a reply as Interested, or an agent hands a meeting request to a person to book, the prospect becomes a potential and Set By goes to the mailbox's SDR or the SDR who made the call, unless someone already has it.

The Potential follow-ups stat counts visible rows whose potential tier is Interested or active. Past potentials are not included in that actionable total, even when Past potentials is enabled.

Auto uses the stage calculated from migrated history and new touches. Choosing a stage applies a manual override, which is shown in the control's supporting information.

Authorized employees can use Book for active potential rows and enter the required meeting details. Past potentials do not show Book, and permission or missing contact conditions can still prevent a booking. Client users can review matching potentials, including Forward to Client rows, but booking stays employee-only.

The full Potential Meetings page edits the contact's Follow-up date. In the approved Follow-ups pilot, the embedded Potential view uses that date to create or revise the pilot's open Callback action.

It is a compact worklist for Potential rows inside Pending on designated employee presentation views. It shares Follow-ups search, campaign, Set By, and due-timing filters, supports expansion and campaign-grouped calling, and links back to this full page for the complete table. Source date editing remains limited to the approved presentation cohort.

The notes request failed, so SalesHive cannot honestly say the history is empty. Select Retry to read the thread again.

Some migrated call records contain only technical provenance about the import. SalesHive hides that marker because it is not a prospect note or SDR-authored context. The call result and time remain available.

The row remains visible for review, but SalesHive found a current calling guard. The reason appears beside or on the disabled control. Common reasons are a terminal or booked status, a contact or domain block, another booked or qualified contact at the company, the client working that company in its own pipeline, another SDR active with the prospect, or no active, non-archived campaign that can supply Dialer settings.

The table has one Set By column and filter for original qualification attribution, with no separate Owner column. Current follow-up ownership is separate. Unattributed means reliable historical setter attribution is unavailable, not necessarily that the prospect has no current owner.

The page no longer colors the entire row. Use the Overdue overview count, the follow-up date treatment, and the explicit Overdue label to identify late work.

For internal users while the priority rollout is active, a recent provider-backed call tied to the current Potential action and made on the previous local calendar day or later relative to its date-only due date removes that row from the Overdue count and label during the five-business-day window. The date cell shows Called, the date, result, and needs next step. The potential remains open with its saved date. Where email evidence is separately enabled, a verified human SDR Inbox reply to the prospect's incoming message on the current Potential action can also qualify under the same date and five-business-day rules, showing Email reply sent and needs next step. An unanswered qualifying prospect reply takes priority over worked credit. Calls made two or more calendar days before the due date, unrelated outreach, unverified email, or unavailable evidence do not qualify. Changing the date requires fresh evidence; older calls cannot satisfy a new obligation. Client viewers retain their existing behavior. If the priority rollout is narrowed or disabled, board availability follows that setting.

For internal users while the priority rollout is active, yes, when the provider-backed call is tied to the exact current action and remains within the five-business-day window. One-day-early credit uses the local calendar, not a rolling 24-hour period or the previous business day. A Sunday call can count for a Monday date; a Friday call cannot. Qualifying work is recognized immediately, even before a date-only reminder expires. The saved date and reminder pause remain in place until their existing workflow changes them. The follow-up stays open and still needs a next step. Timed callbacks require a call at or after the promised time. A later date edit invalidates older evidence.

No. On internal boards while the priority rollout is active, verified SDR reply evidence can mark the current action worked, while an unanswered prospect reply requires review. Neither changes the saved date or closes the potential. Review the conversation, respond as needed, and choose the next step. Automated or imported email does not provide this verified reply credit.

No. Internal priority evidence is available across selected clients while the rollout is active, but you can only see work already allowed for your account. It does not enable reminders, status progression, calendar views, removal or calling controls. Client viewers keep their established presentation.

On enabled internal views, a date-only follow-up marked Worked, needs next step shows Original due when it has both a saved due date and qualifying outreach evidence. The date is visually subdued because it is context for the work already attempted. It is not cleared or moved, and the follow-up remains open. Timed promises, confirmations, missing evidence, and work that needs attention keep Follow-up Date. Review Activity Notes and choose the next step using the controls available in that view.

A restricted client user type, including the default client SDR type, does not include this page. Your client user type applies separately to the selected client. It narrows existing access; it does not add access to another client or employee features. Restricted types see only permitted navigation. A blocked page can redirect to an allowed page. If Client access says no features are available, contact your SalesHive team to review your permissions.

On separately enabled internal accounts, an ordinary campaign call can also mark one dated Potential, Asked for Info or Callback obligation Worked, needs next step. SalesHive must verify the prospect, selected client, campaign, calling session and caller, and find only one unambiguous obligation. Another open or recently completed callback can prevent credit even when it is hidden from the current view. The call must meet the existing due-date and five-business-day rules; timed callbacks still require work at or after the promised time. Later status, date or callback changes invalidate older calls. Confirmation and Reschedule keep their meeting-specific evidence, and Referral remains eligible for verified email credit only. This recognition changes no saved date, status or task completion. Review Activity Notes and choose the next step. Availability is limited to selected internal accounts and can differ between clients; it is not enabled for every account or for client views.

Compact follow-up rows now show their type and available stage, priority or reminder badges without repeating Action above each row. Read the badges to identify the work. This layout change does not change dates, eligibility or available actions.

In the Follow-Ups presentation of Potential Meetings, an empty follow-up date reads Not scheduled. The Action area does not repeat a Needs date badge for an undated potential. An optional missing date does not by itself mean the prospect is overdue. Use the existing date control where editing is available to choose the next follow-up date; viewing the label changes no date, status or completion.

Follow-up calling requires an active, non-archived campaign for every selected client. Historical enrollment can supply the campaign only while that campaign remains active. Paused and archived campaigns cannot act as a follow-up calling shell. Saved booking history does not override this rule; existing phone, assignment and compliance checks still apply. Standalone Potential Meetings retains its campaign-specific call buttons, rather than the combined Follow-Ups control.

Yes. The Email Responder follows up by email with Interested and Asked for Info prospects enrolled in an active campaign whose Email responder switch is on, calling-only campaigns included. (The Email Sender Agent sends campaign emails, not these.) It writes from a Primary or SDR mailbox in Live mode: the mailbox already in the conversation, else the mailbox of the SDR who last called them, else the Primary. Follow-ups go out 8 AM to 6 PM Eastern, in their existing thread when it can. It logs each one as a follow-up and moves Follow-up date to the next one (3 days later unless the conversation named a date). It stops after 6 logged follow-ups, when the prospect writes back (their reply is answered instead), when their meeting request was handed to a person to book, or when they have been quiet for more than 90 days. It never emails an address that validation marked Invalid or Disposable, or that the old platform graded D or F, whatever the campaign's Email Validation setting. It also skips a prospect whose address is unsubscribed or blacklisted, or, with the campaign's Email Validation on, failed validation, or came back Unknown in the last three days when the campaign does not allow Unknown. When the campaign has a proven booking calendar (its own, the client default, or else the client's round robin pick for that prospect), meaning one linked to a client connection or one that recently passed its open times test and a practice booking, it offers two or three open times in the prospect's time zone and books the one they pick. With no calendar it offers no times or link, and a person books the meeting.

Calling is not part of the self-serve plan, so Potential Meetings leaves out the selection column, bulk Call bar, Call button and call history. Work warm prospects by email: Open in inbox finds their replies, and Email opens a new message from the contact page.

Overview

How to use this page

Open the Potential queue

Understand the visible scope

Filter the list

Arrange and expand the table

Review and retry contact notes

Review prospect context

Follow up or call

Keep bulk actions inside the current view

Follow up by email in a self-serve workspace

Maintain status and engagement

Book a meeting

Use the designated employee presentation projection

Review a worked potential

Read Original due after verified work

Review recognized campaign work

Read an optional follow-up date

Review removal from the Follow-Ups presentation

Read the contact job title

Distinguish the original setter from the current owner

What the buttons do

Common questions

Get an answer from a real person

Contact support

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