Prospects in Oversee represent potential customers who have shown interest in your products. When a lead replies to one of your email campaigns, they are automatically added as a prospect in your sales pipeline. You can add a prospect either by creating one manually from the Prospects tab or by converting a lead from a campaign.

From your Oversee dashboard, select the Pipeline tab on the left-hand side. This will open your sales pipeline, where you can view all current prospects at different stages of the sales process.

In the Prospects view, click on the + Add Prospect button located at the top-right of the page.

A form will appear where you can enter information about your new prospect, such as their business name, contact details, email, phone number, pipeline stage, and any additional notes. Once all fields are filled out, click the Add button to save the prospect to your pipeline.

After adding the prospect, you will see them appear under the appropriate pipeline stage (e.g., "Initial Interest") based on the details you entered in the form.

To convert a lead into a prospect, go to the Leads tab on the left-hand menu. This will show all your active lead campaigns.

Choose the lead campaign containing the contact you wish to convert into a prospect. Make sure that it is an Active campaign. Click on the campaign name to open it.

Once inside the campaign, go to the Contacts tab. Here, you'll see a list of all the lead contacts associated with that specific campaign.

Find the lead contact you wish to convert and click on the three-dot action menu beside their name. Select Create prospect from contact from the dropdown menu to initiate the conversion.

The lead will be immediately added as a prospect in your sales pipeline. Go back to the Prospects tab to view the new prospect under the appropriate pipeline stage.