Prospect Pipeline

Prospects are contacts in your CRM who have shown interest but haven't joined a club yet. They may have visited your tasting room, been referred by a friend, or been imported from a list. The CRM gives you tools to track where each prospect is in your pipeline and move them toward membership.

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Prospect Statuses

Each prospect moves through a pipeline with these stages:

Status	Meaning
Prospect	On your list, not yet contacted
Contacted	You have reached out to this person
Converted	This prospect became a member (staged or active)
Dismissed	No longer interested or removed from your pipeline

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Prospect Sidebar

Click a prospect row in the contacts table to open the Contact Detail Sidebar.

Tab strip: Details | Notes | Import Data (if imported)

Details tab: Contact information, source, and any notes.

Sticky footer:

• Dismiss Prospect (red) - Removes the prospect from your pipeline

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How to Dismiss a Prospect

1. Click CRM in the left sidebar to open the CRM page.
2. Filter by Prospects in the contact type dropdown.
3. Click the prospect's row to open the Contact Detail Sidebar.
4. At the bottom, click Dismiss Prospect (the red button).
5. A confirmation dialog appears: "Dismiss {name}? They will no longer appear in your prospects list."
6. Click Dismiss to confirm, or click Cancel to go back.

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Batch Dismiss Prospects

1. Filter by Prospects in the contact type dropdown.
2. Select multiple prospects using the checkboxes.
3. In the batch actions bar, click Dismiss.
4. A confirmation dialog appears.
5. Click to confirm. The selected prospects are dismissed from your pipeline.

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Converting Prospects to Members

To move a prospect into a club, add them as a staged member:

1. Click the prospect's row to open the sidebar.
2. Use the Add Contact flow (or re-add them via the CRM) and assign them to a club and tier.
3. The contact transitions from Prospect to Staged.
4. Follow the activation workflow to collect payment and start their membership.