Prospects are a special status for Contacts and used in onboarding. Find out more here.

Prospects are a special type of Contact that is used to identify people or organisations that you want to sell your services to.

They are a useful way of tracking, progressing and reporting on your sales efforts. For example:

  • Search for all Prospects in your Contact list
  • Create Insights related to Prospects

They are also the starting point for onboarding Clients. As soon as a Contact is made into a Prospect, you can start creating Agreements or letters of engagement to make them into a Client. This status is particularly important if you are on a plan where you are paying per Client - you don't pay for Prospects.

With onkho, you can track your sales efforts in one place.