Prospects

The Prospects screen is the starting point for all business development activity in JobNext. It presents a Kanban-style pipeline board where each prospect card moves through four defined stages as the relationship progresses. This visual layout gives sales teams and management an immediate picture of the entire pipeline — how many leads exist, which are in active engagement, which have proposals out, and which have been won.

Prospect Lifecycle

A prospect moves through four pipeline stages from initial identification to customer conversion. The diagram below shows the stages and the activities available at each one.

Pipeline Board Layout

The board is organized into four stage columns displayed side by side. Each column header shows a stage number, stage name, and a count badge (the total prospects in that stage).

Column Filters

Each pipeline column has its own set of dropdown filters directly below the header. These let you narrow the cards shown within that specific stage:

• Zone — Filter by geographic zone (e.g., North, South, East, West)
• Type — Filter by prospect type classification (e.g., Construction, Facilities, Catering)
• Category — Filter by prospect category (e.g., Government, Private, Semi-government)

These filters operate independently per column, so you can apply different filter combinations to different stages simultaneously.

Pagination

Each column shows 4 prospect cards per page. At the bottom of each column, pagination controls show the range (e.g., "1 - 4 of 361") with Previous/Next buttons to navigate through pages within that column.

Prospect Cards

Each prospect is displayed as a card within its stage column. The card shows:

Card Action Buttons

Each prospect card has up to three action buttons along the bottom-right:

Top Action Bar

Above the pipeline board, a toolbar provides these controls:

Creating a New Prospect

Follow these steps to add a new prospect to the system:

1. Navigate to Preconstruction → Prospects.
2. Click the Add + button (green) at the top-left of the page.
3. The Add Prospect form opens. Fill in the fields described in the table below.
4. Click Save to create the prospect.

Add Prospect Form Fields

After saving, the new prospect card appears in the Lead / Qualify column with a LEAD status badge.

Advancing a Prospect Through Stages

To move a prospect to the next stage in the pipeline:

1. Locate the prospect card in its current column.
2. Click the Next Stage button (arrow icon) on the card.
3. The card immediately moves to the next column and its status badge updates.

The progression is one-directional via the button. To move a prospect backward to a previous stage, open the Edit form and change the stage manually.

Editing a Prospect

Click the Edit (pencil icon) button on any prospect card. This opens a detailed form with multiple tabs:

• Prospect Details — All the fields from the Add form plus additional fields like Type, Category, Zone, Deal Size, Deal Probability, and Deal Close Date.
• Enquiries — List of all enquiries (jobs in tender stage) linked to this prospect. You can create new enquiries from here.
• Contacts — Manage the people associated with this prospect: name, designation, phone, email.
• Follow-ups — Schedule and record meetings, calls, and other follow-up activities with dates, notes, and completion status.
• Documents — Attach files to the prospect record (proposals, NDAs, presentations, etc.).

Bulk Uploading Prospects

For importing large numbers of prospects at once:

1. Click the Upload button (blue) in the top action bar.
2. Download the template file to see the required column format.
3. Fill in the spreadsheet with prospect data (Name, Company, Phone, Address, City, State, Country, etc.).
4. Upload the completed file and click Import.
5. All imported prospects appear in the Lead / Qualify column.

Searching for Prospects

Use the Search Bar above the pipeline board to find specific prospects:

1. Type a prospect name, phone number, or address keyword in the search box.
2. Click the Search icon (magnifying glass) or press Enter.
3. The pipeline board filters to show only matching prospects across all columns.

To clear the search and show all prospects again, clear the search box and click Search again.

Best Practices

Troubleshooting