Review a lead
Open lead details, understand its score, and decide the next action.
Lead detail brings the information needed for a call, visit, or assignment into one place.
Review the lead
Open Leads.
Select the lead’s name or row.
Review Last visit and Visits above the breakdown. A lead that has been demoed before says so under the visit count.
Review Score breakdown to see how each category contributes to the score.
Check Contact, Business details, Manager contact, and Industry details.
Choose the next action, such as Add to route, Assign to, Qualify, Disqualify, or Edit notes.
Some detail actions start work that finishes in the background. If Prospero says the job is still running, check Activity before starting it again.
Use Capture a visit when you meet or call the lead in the field.