Prospects

Share and hand over people

Who owns a prospect, how to split a list across your team, and how to take a warm conversation into your own mailbox.

Every prospect has an owner: the person who added or imported them. The owner matters in two places. A flow can send from each contact's owner, and your admin can set members to see only their own people. This page explains how ownership moves between teammates.

Who sees whom

An admin chooses this on Settings, Team and seats, in the Sharing card. Press Change beside Members see:

Everyone (shared list): every member sees every prospect. This is the default.
Their own, the unowned pool, and what is shared with them: each member sees their own people, anyone nobody owns yet, and people shared with them.

Admins always see everyone. In the second mode a member still sees every conversation that has a reply, and every conversation they sent themselves, as the shared Inbox does. See Team and roles.

Hand people over to a teammate

On Prospects, tick the people you want to hand over.
Press Assign to a rep in the bar that appears.
Choose the teammate and press Assign.

The new owner gets their replies, and a flow box set to send from the contact's owner sends as them. Admins can hand over anyone. A member can hand over only their own people; Terry leaves the rest alone and says how many.

Divide a list across your team (admins)

Use this for people nobody owns yet, such as people who came in from a contact feed or a form. People you add or import are already owned by you, so this leaves them alone. The Owner column on Prospects shows who owns each person, or "nobody".

Open Prospects and press Tools, then Divide the list across the team.
Untick anyone who should not get people. Only active teammates are listed.
Press Show me what this does. Terry shows how many people each teammate would get.
Press Divide the list.

Everyone who already has an owner keeps them. The rest are split evenly.

Sharing people with a teammate and taking people from the unowned pool have no button on the Prospects page. You do them, and handing people over too, through Terry in Claude. For example: "Hand my Ottawa prospects over to Priya" or "Share Dana Lee with Sam".

Admins can share or hand over anyone.
Members can hand over their own people, and Terry skips any they do not own.
Members can share their own people unless the admin chose No, admins only under Members may share on the Sharing card. That setting shows once the second mode is chosen, and starts at Yes.
Anyone can take people from the unowned pool. People someone already owns are skipped, never taken.
The teammate must be active in your workspace.

Hand a warm conversation to yourself

When a prospect is ready to talk to a person, you can move the conversation into your own mailbox.

In the Inbox, press Grab on the conversation so it is yours to answer.
Press the Hand to me button (the small send icon beside your initials), and confirm.

If someone else holds the conversation, only they or an admin can hand it off.

Terry sends one short introduction from the same mailbox, copies you, and sets the reply address to yours. From then on you answer from your own inbox and Terry stops writing to that person. The person's panel says who they are with.

Changed your mind? Press Give back, and confirm. Terry can follow up again, and replies go back to the shared Inbox. Give back shows for the rep the conversation was handed to.

Hand to me is on by default; if an admin switched it off under Settings, Features, the button is not there.

When a prospect says yes

When Terry answers a reply that reads as a yes, the email carries your booking link and copies the rep who holds the conversation. That rep is the one who pressed Grab, or the one Terry chose when Reply assignment is on (Settings, Sending and safety, Team and ceilings): there, each new reply goes in turn to the next person in the pool, skipping anyone away or at their daily limit. The reply address stays the shared mailbox until the rep presses Hand to me. This applies to email only.

The daily note to each rep

After 4 PM in your workspace's time zone, each rep who holds conversations gets one email from Terry. It lists who said yes, the other replies, and the emails that went out to their people since the last note. It names people and companies, never addresses. A rep with nothing to report gets no email.

Both are on by default. An admin can switch either off under Settings, Features: Copy the rep on a yes and Daily note to each rep.

In Classic

Who sees whom is on Team, in the card Who sees whose prospects. The share setting there is Members may share their own people with a teammate.
To divide a list, press Divide this list across your team under the search box on Prospects. The Owner column says "unassigned" for people nobody owns.
Classic has no button to hand people over; use Terry in Claude.
See The new dashboard to switch.