Create a prospect

How to manually register a prospect in Notfy and fill in contact, negotiation, notes and labels data to follow the sale.

Registering a prospect records a sales opportunity so you can follow it in the Pipeline, even when the contact did not arrive through a connected channel.

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When to use

• A contact arrived by phone, event or referral.
• You want to record an opportunity before the first contact in the chat.

Prospects from WhatsApp and Instagram conversations can be created automatically with the integration’s Automatic Lead Creation option. See Prospects and labels.

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How to create

1. Open Prospects

   In the menu, go to Registrations → Prospects and click Create.

2. Fill in the contact data

   In the Prospect Details tab, enter Name, Document and WhatsApp, which are required. Choose the Country before the WhatsApp so the country code is applied correctly.

3. Define the negotiation

   In the Negotiation tab, enter the currency and Estimated Value, the Owner, the Expected Close Date and the Probability (%).

4. Add labels and notes

   Add Tags in the first tab and record context in the Agent notes tab, in the Notes field.

5. Save

   Click Create. Use Create & create another to register in sequence.

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Form tabs

Tab	What it contains
Prospect Details	Name, document, country, WhatsApp, email, tags, conversation protocol and funnel status.
Address	ZIP code, street, number, complement, neighborhood, state and city.
Negotiation	Estimated value, owner, expected close date, probability and, when the segment allows it, the Interest (for example, a vehicle from the inventory).
Sales Intelligence	Lead Emotion (Hot, Cold or Neutral) and Detected Objection (Price, Deadline, Competition, Not interested or Others), with the Objection quote.
AI Analysis	Notes generated by the AI. Read-only and only appears when there is an analysis.
Agent notes	Free-form Notes, up to 5,000 characters.

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Main fields

Field	Required	Notes
Name	Yes	Saved in uppercase letters.
Document	Yes	CPF, CNPJ or international document, switched by the icon next to the field.
WhatsApp	Yes	The number is normalized with the chosen country code.
Email	No
Tags	No	Type and press Enter.
Conversation Protocol	No	Filled in automatically and read-only.
Estimated Value	No	Choose the currency; by default it uses the company’s country currency.
Owner	No	Lists the company’s users.
Probability (%)	No	From 0 to 100.

The Lead Emotion and Detected Objection fields are usually filled in by the AI during service, but you can adjust them manually.

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Edit and follow up

Once created, the prospect can be opened from the table or the Pipeline. To move it to another stage or mark it as won or lost, see Prospects and labels.

Prospects and labels

Stages, won, lost and labels.

Sales pipeline

Follow the cards on the board.