> ## Documentation Index
> Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# 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.

## When to use

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

> [!TIP]
>
> Prospects from WhatsApp and Instagram conversations can be created automatically with the integration's **Automatic Lead Creation** option. See [Prospects and labels](https://docs.notfy.ai/en/cadastros/leads.md).

## 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.

## 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. |

## 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. |

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

## 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](https://docs.notfy.ai/en/cadastros/leads.md).

> [card] [Prospects and labels](https://docs.notfy.ai/en/cadastros/leads.md)
>
> Stages, won, lost and labels.

> [card] [Sales pipeline](https://docs.notfy.ai/en/atendimento/kanban.md)
>
> Follow the cards on the board.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.