Where people stand
Read the Ready and consent labels, use the Filter menu on Prospects, and park, close or archive people.
Every person on Prospects carries labels that answer two questions: may Terry write to them, and how good a fit are they? The Filter menu above the list pulls out exactly the people you need.
Consent and readiness
The Ready column says whether Terry may email someone now, and on what basis.
| Ready | What it means |
|---|---|
| Express | Consent is recorded, and they said yes, for example they signed up or ticked a box. Terry may write. |
| Implied | Consent is recorded on a business relationship, such as a customer or someone who asked about you. Terry may write. |
| Ready, opt out basis | Nothing is recorded, but a US company is writing to someone in the US. Terry may write, with an unsubscribe. |
| Needs consent | They are in Canada, or no country is set for them, or your company is in Canada, and they have no recorded basis. |
| Opted out | They asked you to stop. Terry never writes to them again. |
| No email | There is no address to write to. |
Click a person to open their panel. Consent shows Express, Implied or None recorded, with the country and how it was obtained. Ready says why in a few words, such as consent on file, US opt-out, Canada, needs consent, or Canadian sender, needs consent.
To record a basis for one person, an admin opens their panel, presses More (the three dots), then Edit details and consent. See Record when consent was obtained.
Filter and sort
Press Filter above the list. Each choice shows a count, and you pick one at a time:
- Readiness: Ready to send, Needs consent, Opted out.
- Fit: Strong, Possible, Poor and Unscored, from Terry's read.
- Email check: Risky or undeliverable, No email.
Clear all takes the filter off. Use the Find a prospect box to find someone by name, email or company. Sort offers Best fit, Newest, Oldest, and name or company from A to Z or Z to A. Columns chooses what the list shows, such as Status, Owner, Ready, Reach, Email and Country. Status says where each person is: Not contacted, Sent, waiting, In a flow, Replied or Not now.
Open a person
Click a person to open their panel on the right. You see Terry's read, About them, their record and where they are in any flow (for example "waiting at" a step, or "finished at"). At the top:
- Open conversation opens them in the Inbox.
- Reach out offers Draft an email, Book a meeting (when they have an email) and Send a text (when they have a phone number).
- More (the three dots) holds Edit details and consent, Buying signals, Add to a flow and, for admins, Archive.
Contact later
When someone asks you to check back in a few months, open their conversation in the Inbox, press Book, then Contact later, and pick a date. Nothing automated reaches them until that date. You can still write to them by hand. Press Clear to undo it. If a teammate holds the conversation, only they or an admin can set it.
Close a conversation: Lost or Not a fit
When a conversation is over, open it in the Inbox and press Move, then Close, no deal (recorded as Lost). Or press Move, Record an outcome, and choose Lost or Not a fit. This stops every campaign for that person.
Archive
Admins can archive a person who should leave your lists. Open their panel, press More, then Archive, and confirm with Yes, archive. To archive several at once, tick them in the list and press Archive in the bar that appears.
- They leave your lists, counts and campaigns.
- Their history, consents and opt-outs are kept for the record. Nothing is deleted.
- If they are in the middle of a flow, Terry asks you to type their name to confirm.
To see archived people, press Filter and tick Include archived people. An admin can open one and press More, then Restore, to bring them back.
Who Terry stops listening for
A person is muted when they are archived on Prospects, or their conversation was closed as Lost or Not a fit. If a muted person writes again, the message is still stored, but Terry drafts nothing, answers nothing and emails nobody about it. An unsubscribe or "stop" in their message is still honoured.
Archive under Move in the Inbox is different. It only tidies the conversation away, records no outcome and stops no campaign, and the conversation comes back by itself when something new happens. A conversation tidied away like that is not muted, so a later "yes, let's talk" still reaches your team.
To unmute someone, restore them on Prospects, or reopen the closed conversation (you can ask Terry in Claude to reopen it).
If your workspace has message requests switched on (a beta), you can also Mute a person just for yourself from their conversation, in the three dots menu. Your teammates still hear about them.
Related
In Classic
- The labels show as chips on each row, in lower case, such as express, implied, no basis, opted out, ready, consent on file, ready, US opt-out, and Canada, needs consent.
- The filter chips sit above the list: All, send-ready, need a consent basis, no email, strong fit, possible, poor fit, unscored and undeliverable / risky. Tick Show archived to see archived people.
- Click a row to open it. Admins press Edit consent to record a basis, and Archive or Restore.
- In the Inbox, Contact later and Close, no deal are on the conversation, and Lost and Not a fit are under Outcome.
- See The new dashboard to switch.