Skip to content
Patient Copilot Help Center

Manage Prospect Statuses and Onboarding in Prospecting

Prospecting now supports a clearer lead lifecycle. You can mark prospects as Open, Closed Won, or Closed Lost, filter them by status, and move won prospects into onboarding faster. In Agency Prospecting, marking a prospect as Closed Won unlocks Create Sub-Account. This helps agencies track outcomes without relying on spreadsheets or external tools. * * * ## What is Prospect Status Management in Prospecting? Prospect status management is a Prospecting feature that helps users track what happens after a lead is generated. Instead of keeping all prospects in one undifferentiated list, users can now update each prospect’s outcome and filter prospects by lifecycle stage. This feature includes: - Prospect Statuses: Open, Closed Won, Closed Lost

  • Status-based filters
  • Create Sub-Account for won prospects in Agency Prospecting
  • A Getting Started onboarding card for new Prospecting users This fills a gap in existing Prospecting coverage, which focuses more on lead generation than post-outreach tracking. * * * ## **Key Benefits of Prospect Status Management in Prospecting ** - Track prospect outcomes directly inside Prospecting
  • Separate active leads from closed leads
  • Identify wins that still need onboarding
  • Reduce manual tracking in spreadsheets
  • Help new users get started faster with guided onboarding
  • Connect prospecting activity to sub-account creation in Agency view * * * ## How to Prospect Status Management in Prospecting ### Update a Prospect’s Status 1. Open Prospecting.
  1. Open the Prospect Card for the record you want to update.
  2. Change the status to Open, Closed Won, or Closed Lost. ###!(https://assets.patientcopilot.ai/7d9a3069b07f6686.png) Filter Prospects by Status 1. Go to your saved prospects list in Prospecting.
  3. Open the Status filter.
  4. Select one or more of these options: - Open - Closed Won - Closed Lost ###!(https://assets.patientcopilot.ai/282c8165c6bbc063.jpg)**Use the Getting Started Card** 1. Open Prospecting as a new user.
  5. Review the Getting Started card.
  6. Complete key actions such as: - Creating your first prospect - Generating and sharing reports - Sending prospects to CRM - Capturing leads - Enabling AI discovery ##!(https://assets.patientcopilot.ai/eb2c4d7c4f1e34fe.png) * * * ## Frequently Asked Questions **Q. What statuses can I assign to a prospect? **You can mark a prospect as Open, Closed Won, or Closed Lost. **Q. Can I filter prospects by status? **Yes. You can filter by Open, Closed Won, Closed Lost, Sub-Account Created, and Sub-Account Not Created. What happens when I mark a prospect as Closed Won? Q. In Agency Prospecting, marking a prospect as Closed Won makes Create Sub-Account available. **Does this replace categories? **No. Categories and status serve different purposes. Categories organize prospects, while status tracks prospect outcome. The categorization article is separate and would need a short cross-reference for this distinction. **Q. Who sees the Getting Started card? **It is intended for users who are new to Prospecting. It hides automatically once users become active or dismiss it enough times, based on the release details you provided. * * * ## Relevant Article - How to Generate Leads Using the Patient Copilot Prospecting Tool