How do prospects come in?
There's no manual entry: each inquiry comes into the inbox on its own. A prospect can arrive from several lead sources you connect once:
- A web form (the most common). See Turn responses into CRM leads (with their source campaign).
- A lead ad from Meta, Google, TikTok or LinkedIn.
- WhatsApp, when the inbound line creates prospects. See Connect or buy your WhatsApp line: the 3 modes.
- An import of your current base. See Import your current contacts and deals.
Each prospect shows its source, so you know which campaign or channel brought it before replying. Your sources are managed in CRM > Settings, where each one defines which pipeline it enters and how it's assigned (see From prospect to close: how your CRM works).
How do I know which prospect to attend to first?
If you enable AI scoring, each prospect arrives with an AI Score that rates its quality (Hot, Warm, Medium or Cold). This way you prioritize the highest-intent ones without reading them all one by one.
The score is optional and is turned on in the CRM settings. How it works and how to make the most of it: Qualify and boost deals with AI (AI Score and AI Coach).
You can filter the inbox between Active, Archived and converted prospects so you don't lose sight of what's still unworked.
How do I convert a prospect into a deal?
When a prospect is a real opportunity, you pass it into your funnel:
- Open the prospect in CRM > Prospects.
- Review its data and its source.
- Use Convert to deal: a deal is created in the pipeline you choose, keeping the source.
From there you work it like any opportunity. See Manage a deal: history, activities and agenda.
Still have questions?
Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it directly about what you see on screen.