Create Prospect | Agency World

Prospect Intake

Start with what is known. The record can be expanded as the relationship develops.

First name *

Last name *

Email *

Phone

Current stage

Primary interest

Primary state

Recruiting source

Next follow-up

Record owner

Assigned playbook

Conversation notesUse enough detail that another authorized leader can continue the relationship.

Create hereCapture identity, source, stage, interest, notes, ownership, and next follow-up.

Publish centrallyThe Worker stores the record under the authenticated subscriber instead of depending on browser storage.

Advance through Agency WorldRecruit Registry and Veronica can use the permanent record to guide licensing, contracting, training, and readiness.