Who This Is For
Sales teams using Prospecting for lead discovery
Users managing deals inside Pipelines
Businesses that want to move from prospect discovery to deal tracking without manual data entry
Use this feature when you want new prospects to immediately enter your sales process.
What’s New
Add Prospects to a Pipeline During Creation
When adding a new prospect inside Prospecting, you can now:
Select an existing Pipeline
Choose the appropriate Stage
Automatically create an Opportunity
Instantly send the prospect into your CRM workflow
This removes the need to manually create opportunities after generating a prospect report.
Important: Use Prospecting Inside the Correct Account
Pipeline and opportunity management happens at the account level.
To send prospects into a pipeline:
You must be inside the correct account
If you are currently in Agency view, switch to the appropriate account first
Prospects added from Agency view will not connect to pipelines.
How to Send a Prospect to a Pipeline
Switch to the correct account.
Navigate to Marketing → Prospecting Search.
Select a prospect.
Click Add.
Enable Add to a pipeline.
Select your desired Pipeline.
Select the correct Stage.
Click Generate Report.
The system will:
Create the contact (if new)
Create an opportunity
Add the opportunity to the selected pipeline and stage
Set the opportunity source automatically
Opportunity Source Tracking
When a prospect is sent to a pipeline:
An Opportunity is automatically created.
The Source field is set to “Prospecting.”
You can verify this by:
Navigating to Opportunities.
Opening the newly created opportunity.
Reviewing the Source field.
This allows accurate reporting on deals generated from Prospecting.
What This Enables
Immediate transition from lead discovery to deal management
Faster pipeline building
Organized follow-up workflows
Clear ROI tracking from Prospecting
Prospecting is now directly connected to your CRM, ensuring every discovered lead can be tracked, managed, and closed inside one system.
FAQ
Does adding a prospect automatically create an opportunity?
Yes. If Add to a pipeline is enabled, an opportunity is automatically created in the selected pipeline and stage.
What is the opportunity source when created from Prospecting?
The opportunity source is automatically set to “Prospecting.”
Why don’t I see the pipeline option when adding a prospect?
You are likely not inside the correct account. Switch from Agency view to the appropriate account to access pipelines.
Can I choose which stage the opportunity enters?
Yes. You must manually select the pipeline and stage before clicking Generate Report.