Prospect Status Definitions
Understand the prospect statuses on your Prospect Page
Jennifer Rice
Last Update 19 days ago
Prospect Status Definitions
Working = The prospect is in sequence with the Agent. Prospect is receiving emails and tasks or there is a task pending for the rep to execute on.
Finished = Prospect replied, was removed or had a meeting booked. They will no longer receive Agent generated emails or tasks.
Meeting booked = Regie detected a meeting in the account for the prospect. The prospect will be removed from the sequence and no longer receive emails or tasks from the Agent.
Unsubscribed = The prospect unsubscribed from emails. They will receive tasks from other channels.
Out of Office = We got an OOO reply with a date for a return. Emails and tasks will resume once they are back.
Failed = Email failed to be sent; Regie won’t try to email them again
Removed = Prospect removed from dynamic sequence. This can happen when the account or contact was removed from the dynamic sequence or Salesforce.
Not Contacted = The prospect has not been contacted by Regie. We don't have a channel for which Regie can connect with them.