Prospects Overview

A prospect is a virtual contact that you can hold a sales call with.

When you first sign into SalesMagic, your account will be populated with a couple of prospects from the initial onboarding process. These propsects are customized for your industry.

You can create further prospects to model the customer personas that are specific to your sales area. And SalesMagic also comes with a library of built-in prospects for you to use.

By default, a prospect is private to you. However, prospects can be shared with the rest of your team, or the entire org, so that everyone can access them. The icon in the top-left corner of a prospect card indicates if it's private or shared.

In the top-right corner of the prospect card you can access a menu of operations for that prospect. These operations are:

• Call Prospect: Initiate a call with the prospect.
• Edit Prospect: Edit the name, headshot, spoken voice, and metadata for the prospect.
• Share With My Team: Make the prospect be accessible to other members of your team.
• Share With My Org: Make the prospect be accessible to everyone in the org (Admins only).
• Delete Prospect: Delete the prospect, if you have permission to do so.

You can also just click the Call [Prospect Name] button on the prospect card to make a call to that virtual contact.