Core Workflows
Work The Prospect Queue
Review prospects, prioritize next actions, and move opportunities through the queue deliberately.
How to work the queue
The queue is where you decide what is ready to engage, what needs more context, and what should be routed elsewhere. Treat it as an operating surface, not just a report.
Recommended review rhythm
- Check the highest-signal prospects first.
- Validate the profile, company, and route before triggering outbound work.
- Use list membership and status filters to focus on one operating state at a time.
- Reject or nurture clearly so the queue does not become a backlog swamp.
When to jump to inbox
Once a prospect is active in conversation, the inbox guide becomes the primary operating view.