# Prospero Help Center

> Prospero is a field-sales product. It finds venues, scores them into tiers, and plans visits and calls. These pages are its user documentation.

## Connect an agent

- [Connect Claude to Prospero](https://stage-prospero-help.heysadie.ai/settings-and-team/connect-claude-to-prospero): the MCP endpoint, OAuth or API key sign-in, and a config snippet

## Docs

- [Prospero Help Center](https://stage-prospero-help.heysadie.ai/): Find leads, plan routes, record visits, and manage your field-sales team.
- [Export activity](https://stage-prospero-help.heysadie.ai/activity-and-discovery/export-activity): Download field activity for the dates shown, for the whole market or one rep.
- [Monitor and recover pipeline runs](https://stage-prospero-help.heysadie.ai/activity-and-discovery/monitor-and-recover-runs): Inspect run steps and logs, then cancel, resume, or retry safely.
- [Review field performance](https://stage-prospero-help.heysadie.ai/activity-and-discovery/review-field-performance): See a market's week, each rep's numbers, and the deals won and proposed.
- [Run the discovery pipeline](https://stage-prospero-help.heysadie.ai/activity-and-discovery/run-the-discovery-pipeline): Start lead discovery, enrichment, scoring, and CRM sync for a market and industry.
- [Roles and access](https://stage-prospero-help.heysadie.ai/getting-started/roles-and-access): Understand what Owners, Admins, Members, and Salespeople can do.
- [Start using Prospero](https://stage-prospero-help.heysadie.ai/getting-started/start-using-prospero): Create your account, organization, workspace, and first market.
- [Switch market](https://stage-prospero-help.heysadie.ai/getting-started/switch-market-and-team): Change the market you work in, see a group or all your markets at once, and switch organization.
- [Find and filter leads](https://stage-prospero-help.heysadie.ai/leads/find-and-filter-leads): Search the lead list and narrow it by score, tier, source, or business details.
- [Import leads](https://stage-prospero-help.heysadie.ai/leads/import-leads): Add leads to a market from a CSV or Excel file, matching each column to a lead field.
- [Manage saved views](https://stage-prospero-help.heysadie.ai/leads/manage-saved-views): Save a useful lead filter or keep a hand-picked group of leads.
- [Review a lead](https://stage-prospero-help.heysadie.ai/leads/review-a-lead): Open lead details, understand its score, and decide the next action.
- [Update and export leads](https://stage-prospero-help.heysadie.ai/leads/update-and-export-leads): Apply an action to selected leads or download the current lead list.
- [Use the lead table and map](https://stage-prospero-help.heysadie.ai/leads/use-the-lead-table-and-map): Choose the best lead view and understand map layers, colors, and ignored filters.
- [Build a route](https://stage-prospero-help.heysadie.ai/route-planning/build-a-route): Choose when, who, which leads, and the workday limits for a new route.
- [Choose the route area](https://stage-prospero-help.heysadie.ai/route-planning/choose-the-route-area): Set the route start and limit candidate leads to the right territory.
- [Review and approve a route](https://stage-prospero-help.heysadie.ai/route-planning/review-and-approve-a-route): Check a draft route, change its inputs when needed, and make it available in Today.
- [Use route history](https://stage-prospero-help.heysadie.ai/route-planning/use-route-history): Find a past plan, compare completion, and replay its stops on the map.
- [Configure discovery sources](https://stage-prospero-help.heysadie.ai/settings-and-team/configure-discovery-sources): Choose which free and paid lead sources each industry in a market can use.
- [Configure scoring rules](https://stage-prospero-help.heysadie.ai/settings-and-team/configure-scoring-rules): Change how your organization scores leads in one industry and apply the new rules to existing leads.
- [Configure the playbook](https://stage-prospero-help.heysadie.ai/settings-and-team/configure-team-tiers): Set the tiers, deal stages, lost reasons, and score rules that every market in one industry shares, and save them together.
- [Connect a CRM](https://stage-prospero-help.heysadie.ai/settings-and-team/connect-a-crm): Connect HubSpot or Attio, then send your qualified leads to it.
- [Connect an AI agent](https://stage-prospero-help.heysadie.ai/settings-and-team/connect-an-ai-agent): Create a key so Claude, Cursor or another MCP client can work in Prospero, and revoke it when you are done.
- [Connect Claude to Prospero](https://stage-prospero-help.heysadie.ai/settings-and-team/connect-claude-to-prospero): Point Claude at the Prospero MCP endpoint with OAuth or an API key, and copy a ready config snippet.
- [Create markets and choose their industries](https://stage-prospero-help.heysadie.ai/settings-and-team/create-markets-and-teams): Add a field territory, choose the industries it covers, and add or remove one later.
- [Invite and manage members](https://stage-prospero-help.heysadie.ai/settings-and-team/invite-and-manage-members): Send invitations, assign roles and access, and manage members.
- [Manage API keys](https://stage-prospero-help.heysadie.ai/settings-and-team/manage-api-keys): Test, save, replace, or remove organization keys used by discovery sources.
- [Sync and reconcile HubSpot](https://stage-prospero-help.heysadie.ai/settings-and-team/sync-and-reconcile-the-crm): Choose which leads HubSpot receives, run a sync, and recover records that need attention.
- [Track customers and invoices](https://stage-prospero-help.heysadie.ai/settings-and-team/track-customers-and-invoices): See every paying venue, who owes what and when it is due, and link an invoice Stripe could not match to its lead.
- [Update organization details](https://stage-prospero-help.heysadie.ai/settings-and-team/update-organization-details): Open your organization settings and change shared workspace information.
- [Capture a visit](https://stage-prospero-help.heysadie.ai/todays-route/capture-a-visit): Record whether you connected, what happened, and what should happen next.
- [Follow the route](https://stage-prospero-help.heysadie.ai/todays-route/follow-the-route): Move from one stop to the next and open turn-by-turn directions.
- [Open today's route](https://stage-prospero-help.heysadie.ai/todays-route/open-todays-route): Choose the date and salesperson, then open the assigned stops.
- [Review completed stops](https://stage-prospero-help.heysadie.ai/todays-route/review-completed-stops): Inspect saved visit results and correct a stop marked as visited.
- [A pipeline run failed](https://stage-prospero-help.heysadie.ai/troubleshooting/a-pipeline-run-failed): Use the failed step and logs to choose the right recovery action.
- [A route is not available](https://stage-prospero-help.heysadie.ai/troubleshooting/a-route-is-not-available): Find why Plan or Today has no route for the chosen person and date.
- [Access and visibility](https://stage-prospero-help.heysadie.ai/troubleshooting/access-and-team-visibility): Fix a missing market, page, or action by checking role and assignments.
- [HubSpot sync problems](https://stage-prospero-help.heysadie.ai/troubleshooting/crm-sync-problems): Find out whether a HubSpot record can retry, needs review, or needs a new count check.
- [Leads are not appearing](https://stage-prospero-help.heysadie.ai/troubleshooting/leads-are-not-appearing): Check selection, filters, discovery, scoring, and source readiness.
- [What's new](https://stage-prospero-help.heysadie.ai/whats-new): Customer-visible improvements to Prospero.
- [Latest updates](https://stage-prospero-help.heysadie.ai/whats-new/latest): Recent improvements to Prospero for field teams.