Track prospects through structured sales stages from first contact to closed deal. A prospect is a person flagged for active outreach — same People file, with a Prospect role tab. Job-board results are — and are labelled — Leads, worked from the desk they belong to.
Adding a Prospect Role
Prospects aren't a separate page — adding a prospect role to a person surfaces them in the Prospect tab on the People page.
From a person's file — open anyone on the People page and add a prospect role, choosing which Desk to associate them with
Bulk from People — select multiple people and add a prospect role to them all in one action
From hot lists — add every person in a hot list as a prospect, choosing the Desk
Desk selection — choose which Desk to associate the prospect with at the time of creation
Always on — the prospect role is available on all plans as a core feature
Pipeline Stages
Every prospect carries one outreach stage, from first identification through to a won or lost outcome. Email and LinkedIn activity advance the stage automatically where it can be detected, and you can set it by hand at any time.
Identified — newly added prospect, not yet worked
Enrolled — added to a campaign, awaiting the first send
Emailed — outreach email sent
Opened — the prospect opened an email
Replied — the prospect has responded
Bounced — the email did not deliver
Connection Sent — LinkedIn connection request sent
Accepted — LinkedIn connection accepted
Follow-up — a follow-up message has gone out
Meeting Ask — you've asked for the meeting
Meeting Booked — a meeting is on the calendar
Soft Close — working towards agreement
Won — the prospect converted
Lost — no longer being worked
Feed and Discovery
This is the canonical explainer for how new hiring signals surface across the workspace — the details differ slightly between a Desk and a Reverse Market Profile, but the underlying idea is the same: separate what's already being worked from what's newly discovered.
Feed (Desks) — the Cards view of a Desk's Companies tab, which is where a desk opens. Outreach cards added automatically sit on top, each pairing a hiring signal with a decision-maker and a BD angle, ready to action. Needs a look triage cards appear above the feed when the classification engine wants a human call on a borderline fit. Switch the same tab to Table view for a sortable, bulk-actionable list of the same companies.
Discovery — a strip below the Feed (and, on a Reverse Market Profile, a card of its own) listing scraped roles at companies not yet on the desk or profile, grouped by company and expandable. Each row shows title, location, salary, and days live.
File to this desk — on a Discovery row, maps that company onto the desk. Its contacts auto-link as prospects and future matching roles land in the Feed. On a Reverse Market Profile the same action is labelled Add to Reverse Market.
Not relevant — hide a Discovery row you're not interested in so it stops appearing.
Role Matches (Reverse Market Profiles only) — a separate card showing scraped roles at companies already mapped to the profile, so you can track every open role against an employer you're already working. Desks don't have this card — once a company is filed, its signals show up in the Feed instead.
Scrape cadence
All ticked job boards — SEEK, Indeed, and LinkedIn — run on each Desk's schedule. Trigger a fresh scan any time from the desk header's Scan now menu — all sources at once, or LinkedIn/Indeed/SEEK individually. Search keywords come from Roles I Recruit and stay inline-editable, so you can retune what surfaces without waiting for the next scheduled run. Monitoring for a Reverse Market Profile is configured on its linked Desk — the RMP page shows a read-only status row with a link to manage it there.
Companies
Account-based CRM — every interaction with a company in one place, across overview, BD activity, research intel, signals, contacts, job leads, call and email history. See Company Search for the full company detail tab list.
Company Watchlist
Monitor companies without blocking or deleting them. Watched companies show an orange eye icon on Pipeline and Companies pages.
Toggle — click the eye button on company detail or use the Block dropdown
Filter — use the Watchlist dropdown on Pipeline or Companies to show only watched companies
Manage — view all watched companies in Settings → Watchlist
CSV Import and Export
Import companies from CSV with auto-detect columns (company, domain, state, industry, size, status). Deduplicates by company name. Export filtered or selected companies to CSV.
Priority and Status
Priority is automatic based on recency: HOT (≤7 days), WARM (≤14 days), MONITOR (≤30 days), LOW (>30 days)
Status tracks your outreach progress: New → Contacted → Replied → Meeting Booked → Terms Signed → Placed → Dead
Bulk actions: select multiple rows to change status, priority, or assignment in one click
Prospect features
Full People file — open any prospect to view their complete record with email history, activity, campaigns, meetings, and enrichment data
Bulk actions — select multiple prospects to change stage, add to a hot list, enrol in a campaign, or remove from the pipeline
Desk association — each prospect can be linked to a Desk, showing which target market they belong to
Target role — track which vacancy you're recruiting for against each prospect. Visible on the Prospect tab and the desk detail page.
The prospect role is available on all plans — no module activation required. One person can hold both a prospect and a candidate role at the same time, all from the same People file.