Overview
Potential Meetings is the selected client's shortlist of warm prospects who are still in play. SDR views use saved potential-queue ownership, while managers retain the full authorized client view and approved relief coverage can work the covered SDR's queue.
How to use this page
Open the potential queue
Choose a client, then use Search, sub-status, Filters, Past potentials, and sorting to focus the warm prospects that need attention.
Work the assigned prospects
SDRs see prospects assigned to their saved potential-queue ownership. Managers retain the full authorized client view, and an approved relief assignment can work the covered SDR's queue.
Follow up or book
Use a row's call action to open the dialer for an eligible prospect, or use Book to enter the meeting date and time, timezone, source, optional owner, and description.
What the buttons do
- Filters
- Opens the engagement, owner, and last-contacted controls.
- Past potentials
- Shows historical potential prospects that are normally hidden from the everyday queue.
- Book
- For authorized employees, moves an active potential into Booked Meetings.
Common questions
SDR views use the prospect's saved potential-queue ownership. Managers retain their authorized full view, and approved relief coverage uses the covered SDR's queue.
Use Call when the prospect has an eligible enrollment or supported campaign shell. The dialer applies its usual callability rules.