Prospecting

Find, score, and manage prospects before they become deals.

Overview

The Prospecting page is where sales reps and managers manage early-stage prospects — companies that haven't entered the deal pipeline yet. Prospects are accounts with a lifecycle status of Prospect or Assessment.

ICP Scoring

Every prospect is automatically scored against your Ideal Customer Profile (ICP). The score (0-100) is based on employee count, industry, current IT situation, compliance needs, tech stack fit, and location. High-ICP prospects (70+) are highlighted in green.

Working a Prospect

Click any prospect name to open the slide-over panel. From there you can:

• View ICP score and company details (employees, website, IT situation)
• See the primary contact with email and call buttons
• Log activity — record calls, emails, meetings directly from the panel
• View outreach history — chronological timeline of all logged touchpoints
• Convert to deal — creates a deal and advances the account to Assessment stage
• Disqualify — removes the prospect from the active list

CSV Import

Click Import to upload a CSV file of prospects. The import wizard will:

1. Parse your CSV and detect columns automatically
2. Let you map CSV columns to Breadbox fields (Company Name, Contact Email, Industry, etc.)
3. Preview the first 10 rows before importing
4. Auto-calculate ICP scores and create contacts
5. Skip duplicate company names

Bulk Actions

Select multiple prospects using checkboxes to assign them to a rep or disqualify them in bulk.

My Book Integration

Sales reps see their assigned prospects in the right column of My Book, alongside their open deals. Clicking a prospect opens the same slide-over panel.