As we close out 2025, we’re shipping some of the most requested and practical improvements to the Prospecting Tool — helping you better track outcomes, manage deals, and get started faster.
These updates are designed to bring Prospecting closer to how real sales workflows operate.
1. Mark Leads as Won or Lost
This has been one of the longest-standing requests — and it’s finally here.
What’s New
Every prospect now starts in an Open state by default. You can mark any lead as:
- Closed Won
- Closed Lost
Once a lead is marked Won, you’ll immediately see an option to Create an Account for that prospect (Account Prospecting).
Lead status updates automatically based on your action:
- Open → Closed Won
- Open → Closed Lost
Why It Matters
- Track deal outcomes directly inside Prospecting — no spreadsheets or external tools.
- Close the loop between prospecting and onboarding.
- Seamlessly move from lead → customer by creating an Account the moment a deal is won.
2. Filter Prospects by Status
Managing a growing prospect list just got easier. you can now filter prospects by:
- Open
- Closed Won
- Closed Lost
- Account Created
- Account Not Created
These filters help you quickly understand:
- What’s still in progress
- What’s been won or lost
- Which won deals still need onboarding
Why It Matters
- Keep your prospecting pipeline clean and organized.
- Instantly focus on follow-ups, closed deals, or onboarding actions.
- Better visibility into your overall prospecting performance.
3. Quick Onboarding for New Prospecting Users
To help new accounts succeed faster, we’ve introduced a guided onboarding experience inside Prospecting.
New users will see a Getting Started checklist with curated steps to unlock advanced prospecting.
The guide walks you through key actions like:
- Creating your first prospect
- Generating and sharing reports
- Sending prospects to CRM
- Capturing leads
- Discovering leads with AI
This onboarding experience is shown only to accounts who are very new to Prospecting Tool.
You can skip it anytime — it won’t get in your way once you’re up and running.
Why It Matters
- Removes confusion for first-time users.
- Helps you reach value faster with Prospecting.
- Ensures new users don’t miss powerful features early on.
Why This Update Is Important
- Prospecting is no longer just about generating leads — it’s now about tracking outcomes.
- You can finally manage leads the way real sales teams do.
- This brings Prospecting closer to a full lead → deal → customer workflow.
- A strong way to close out 2025 with better control, clarity, and conversion.
These updates are live now across Accounts Prospecting.
As we head into 2026, expect even tighter integrations between Prospecting, CRM, automation, and AI — making it easier to turn opportunities into long-term customers.
Happy prospecting
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