Prospect
A Prospect is a person or Organization a Startup found but who has never engaged, held with the legal basis for contact.
Its first reply engages it, which makes it a Lead.
Properties
| Property | Type | Required | Description |
|---|---|---|---|
foundIn | string | required | Where the Startup found them. |
basis | string | required | The legal basis for contacting them. |
Object
{
"$id": "https: //api.sb/ petpantry.shop/ prospects/ prospect_1",
"$type": "Prospect",
"foundIn": "Example found in",
"basis": "Example basis"
}Relationships
- A Prospect is acquired by one Acquisition: a Prospect’s Acquisition names the outbound Play and Mailbox that first reached it.
acquiredBy, inverseprospects. - A Prospect converts to one Lead: a Prospect becomes a Lead on first engaging, such as a reply or a Form submission.
convertsTo, inverseconvertedFrom.
Verbs
createCreates a Prospect.POST /{namespace}/prospectsgetReturns one Prospect by id.GET /{namespace}/prospects/{id}listReturns Prospects, newest first, one page at a time.GET /{namespace}/prospectsupdateChanges the given properties of a Prospect.PATCH /{namespace}/prospects/{id}deleteDeletes a Prospect; its history is kept.DELETE /{namespace}/prospects/{id}engageEngage records a Prospect’s first reply or raised hand and makes it a Lead that keeps its Acquisition.POST /{namespace}/prospects/{prospect}/engage
Permissions
Which Access level may call each Verb. One-way Verbs wait their delay window.
| Operation | owner | admin | member | viewer |
|---|---|---|---|---|
Prospect.create | Yes | Yes | Yes | No |
Prospect.get | Yes | Yes | Yes | Yes |
Prospect.list | Yes | Yes | Yes | Yes |
Prospect.update | Yes | Yes | Yes | No |
Prospect.delete | Yes | Yes | Yes | No |
Prospect.engage | Yes | Yes | Yes | No |
Call it
Engage the prospect Priya Natarajan.Example
A litigation-support firm found on a public list of court vendors becomes a Prospect, held with legitimate interest as the basis for one outreach email.