Overview
Potential Meetings is the selected client workspace for prospects that may become meetings. Search, status, campaign, and Set By controls narrow the list, while engagement and last-contacted date filters help focus follow-up work. Column order is saved for this table. Set By identifies who originally qualified the prospect as a Potential Meeting, on both this page and the embedded Follow-Ups view. The list, filter, sorting and CSV use that historical attribution, separately from current follow-up ownership. Overdue prospects remain visible through the Overdue summary, follow-up date treatment, and explicit Overdue label without tinting the entire row. Call and selection controls continue to follow the shared warm-prospect eligibility decision. A self-serve workspace has no calling, so its rows offer Open in inbox and Email instead. For internal users while the priority rollout is active, a recent provider-backed call tied to the current Potential action and made on the previous local calendar day or later relative to its date-only due date removes that row from the Overdue count and label during the five-business-day window. The date cell shows Called, the date, result, and needs next step. The potential remains open with its saved date. Where email evidence is separately enabled, a verified human SDR Inbox reply to the exact prospect and current Potential action can also qualify under the same date and five-business-day rules, showing Email reply sent and needs next step. An unanswered qualifying prospect reply takes priority over worked credit. Calls made two or more calendar days before the due date, unrelated outreach, unverified email, or unavailable evidence do not qualify. Changing the date requires fresh evidence; older calls cannot satisfy a new obligation. Client viewers retain their existing behavior. If the priority rollout is narrowed or disabled, board availability follows that setting. On enabled internal views, a date-only follow-up marked Worked, needs next step shows Original due when it has both a saved due date and qualifying outreach evidence. The date is visually subdued because it is context for the work already attempted. It is not cleared or moved, and the follow-up remains open. Timed promises, confirmations, missing evidence, and work that needs attention keep Follow-up Date. Review Activity Notes and choose the next step using the controls available in that view.
How to use this page
Open the Potential queue
Choose a client, then open Potential Meetings under Meetings. The Platform header identifies the route as Potential Meetings, and a table-shaped loading state appears while the read completes. No client selection shows a prompt instead of the table. The overview count is the actionable Potential follow-up total, while Past potentials remains a separate historical view.
Understand the visible scope
Potential Meetings is access-scoped for the selected client. Manager-level and other authorized leadership roles, and every client user, see the selected client's full Potential queue. Other employees see contacts connected through current ownership, original potential-setter attribution, meeting-setting, or current or most recent campaign assignment. On a shared calling queue, campaign assignment means the SDR who owns that contact's calling half, and a half whose SDR has left the client returns to the primary SDR. Booking stays employee-only. Use the visible filters to focus the work available to you.
Filter the list
Use Search prospects, All Statuses, All Campaigns, and All Set By to narrow the list. Select Filters for engagement stage and last-contacted date limits. Above the table, Clear search and filters appears whenever any search or filter value is set, even when no rows match. Select it to clear search, status, campaign, engagement, Set By, and both date limits together. Past potentials stays as you set it; use that toggle separately to include or hide terminal prospects.
Arrange and expand the table
Drag a column grip, or focus it and use the left and right arrow keys, to change the saved column order. Reset columns restores the default order. Select a heading to sort. Expand a row to review notes and, where calling is available, call history.
Review and retry contact notes
Expand a row to open its history and Notes. Employee views show call history beside the notes; a self-serve workspace shows Notes only. Loading notes appears during the read. If the notes request fails, SalesHive shows Could not load notes. Try again with Retry instead of treating the history as empty. Select Retry to load the same contact thread again.
Review prospect context
Read the contact, company, campaign, source, Potential status, Set By, created date, last-contacted temperature, engagement stage, follow-up counts, last follow-up and Follow-up date columns. Set By shows who originally qualified the prospect on both this page and Follow-Ups. Unattributed means reliable historical setter attribution is unavailable. Current follow-up ownership remains separate. A local-time badge appears when a phone number provides a prospect timezone.
Follow up or call
Use the row Call action only when the prospect is currently eligible and an eligible, non-archived campaign can supply dial settings and calling material. SalesHive keeps an unavailable prospect visible but disables its checkbox and Call control with the reason. Reasons include terminal or booked status, contact or domain blocking, another booked or qualified contact at the company, the client working that company in its own pipeline, another SDR already claiming the prospect in an active dial session, or no usable campaign. Eligible calls open the campaign-scoped Dialer. On accounts with hotel-location outreach enabled, the hold applies to the booked property instead of every hotel sharing a brand domain. Missing Hotel Location ID can also block outreach. Explicit Do Not Call and other blocking rules still apply.
Keep bulk actions inside the current view
Bulk selection and Dialer URLs use only callable rows currently visible under the active filters. Select all skips unavailable prospects, the actionable and callable totals use the same eligibility decision, and each campaign button contains only its eligible contacts. If filters or availability change, hidden or unavailable rows do not enter the visible bulk bar or Dialer URL. Clear removes the remaining selection.
Follow up by email in a self-serve workspace
A self-serve workspace has no calling, so rows show no checkboxes, bulk Call bar or Call button. Select Open in inbox to see the Email Inbox already searched for the prospect's email address (shown only when the prospect has one). Select Email to open the contact's page with a new email ready to write; if no mailbox is connected, that page explains why. Follow-Ups is not part of a self-serve workspace, so its link opens this page instead.
Maintain status and engagement
Use the row status select to update the Potential sub-status. The status options include active labels and terminal labels such as Unresponsive, Not interested, Unqualified, and Blacklisted. Use the engagement select to keep the automatic stage or choose a manual stage override. Follow-up date is editable in its row cell, and overdue dates are marked in the table.
Book a meeting
For an active employee-visible potential, choose Book, then enter the meeting date and time, timezone, source, optional owner, and description. Saving moves the prospect into the booked meeting workflow. Past potentials do not show the Book action. Client users can review matching rows but cannot book.
Use the designated employee presentation projection
Authorized employees can also work the embedded Potential worklist inside Pending. That projection inherits the Follow-Ups search, campaign, Set By, and due-timing filters, supports expansion and campaign-grouped calling, and links back here for the complete table. Source date editing remains limited to the approved presentation cohort.
Review a worked potential
For internal users while the priority rollout is active, a recent provider-backed call tied to the current Potential action and made on the previous local calendar day or later relative to its date-only due date removes that row from the Overdue count and label during the five-business-day window. The date cell shows Called, the date, result, and needs next step. The potential remains open with its saved date. Where email evidence is separately enabled, a verified human SDR Inbox reply to the prospect's incoming message on the current Potential action can also qualify under the same date and five-business-day rules, showing Email reply sent and needs next step. An unanswered qualifying prospect reply takes priority over worked credit. A prospect reply counts when it comes from the contact's email address, from another address at the contact's company domain (free mail such as Gmail does not count), or as an answer to an email sent to the contact. Calls made two or more calendar days before the due date, unrelated outreach, unverified email, or unavailable evidence do not qualify. Changing the date requires fresh evidence; older calls cannot satisfy a new obligation. Client viewers retain their existing behavior. If the priority rollout is narrowed or disabled, board availability follows that setting. Review the row history and choose the next follow-up date or appropriate action.
Read Original due after verified work
On enabled internal views, a date-only follow-up marked Worked, needs next step shows Original due when it has both a saved due date and qualifying outreach evidence. The date is visually subdued because it is context for the work already attempted. It is not cleared or moved, and the follow-up remains open. Timed promises, confirmations, missing evidence, and work that needs attention keep Follow-up Date. Review Activity Notes and choose the next step using the controls available in that view. The worked outreach display shows the call or email reply date first, then a compact outlined result label, such as No answer or Reply recorded, with Needs next step underneath. Hover for available time and actor details.
Review recognized campaign work
On separately enabled internal accounts, an ordinary campaign call can also mark one dated Potential, Asked for Info or Callback obligation Worked, needs next step. SalesHive must verify the prospect, selected client, campaign, calling session and caller, and find only one unambiguous obligation. Another open or recently completed callback can prevent credit even when it is hidden from the current view. The call must meet the existing due-date and five-business-day rules; timed callbacks still require work at or after the promised time. Later status, date or callback changes invalidate older calls. Confirmation and Reschedule keep their meeting-specific evidence, and Referral remains eligible for verified email credit only. This recognition changes no saved date, status or task completion. Review Activity Notes and choose the next step. Availability is limited to selected internal accounts and can differ between clients; it is not enabled for every account or for client views.
Read an optional follow-up date
In the Follow-Ups presentation of Potential Meetings, an empty follow-up date reads Not scheduled. The Action area does not repeat a Needs date badge for an undated potential. An optional missing date does not by itself mean the prospect is overdue. Use the existing date control where editing is available to choose the next follow-up date; viewing the label changes no date, status or completion.
Review removal from the Follow-Ups presentation
When this Potential list is embedded in an authorized internal Follow-Ups view, each row shows Remove Potential. The first click only opens the row history; it does not remove the prospect. Review Activity Notes, then select Remove Potential again (now red) and confirm. The prospect becomes Unresponsive, the follow-up date clears and open same-contact Callbacks close; the contact and decision history remain. Keep Active cancels. This shortcut does not add removal permissions to client or read-only views.
Read the contact job title
In the Potential Meetings table, Title has its own sortable column that you can reorder with the others, and Not recorded means no job title is saved. Existing column preferences are kept. When these rows appear inside Follow-Ups, the title sits under the company name instead; hover over a long title to read all of it.
Distinguish the original setter from the current owner
Use Set By to review original qualification attribution. Current follow-up ownership is separate; changing an owner does not replace the original setter.
What the buttons do
- Search prospects
- Filters by prospect name, company, campaign, email, job title, or Set By name.
- All Statuses
- Shows all current Potential sub-statuses or narrows the table to one status such as Sent Info, Interested, Referral, Follow Up Later, Unresponsive, Not Interested, Unqualified, or Blacklisted.
- All Campaigns / Not enrolled
- Filters by campaign enrollment or shows only prospects without an enrolled campaign.
- All Set By / Unattributed
- Filters by the original qualifying SDR or by unavailable historical attribution.
- Filters
- Opens engagement-stage and last-contacted date-range filters.
- Clear search and filters
- Above the table, clears search, status, campaign, engagement, Set By, and both last-contacted date limits. Appears when any of those values is set, including when no rows match. Keeps the Past potentials setting, sort order, and column order.
- Clear filters (inside Prospect Filters)
- Clears engagement, Set By, and both last-contacted date limits. Search, status, and campaign stay set. Use Clear search and filters above the table to reset all seven fields together.
- Past potentials
- Includes historical Potential Meeting prospects classified as terminal, including current Unresponsive, Not interested, Unqualified, or Blacklisted sub-statuses. It is off by default.
- Expand all / Collapse all
- Opens or closes every visible row's call history, engagement history, and notes panel.
- Export CSV
- Exports the prospects currently covered by the selected filters, including Set By attribution.
- Reset columns
- Restores the standard Potential Meetings table order.
- Column grip
- Drags a column or moves it with the left and right arrow keys for employees.
- Set By
- Shows who originally qualified the prospect, or Unattributed when reliable historical attribution is unavailable. Sort to group by the original setter.
- Row chevron
- Expands or collapses a prospect's notes, plus call history where calling is available.
- Status
- Updates the current Potential sub-status. Terminal values are classified behind Past potentials.
- Engagement stage
- Keeps the automatic engagement stage or applies a manual stage override.
- Follow-up date
- Sets or revises the prospect's next follow-up date. Overdue dates are marked in the table.
- Call
- Opens the campaign Dialer only when the prospect passes current calling safety checks. Otherwise it stays disabled and shows the exact reason. Not shown in a self-serve workspace.
- Open in inbox
- Self-serve workspaces only. Opens the Email Inbox already searched for the prospect's email address. Hidden when the prospect has no email address.
- Self-serve workspaces only. Opens the contact's page with a new email ready to write.
- Select all filtered prospects
- Selects only currently visible prospects that are eligible for calling. Unavailable rows remain visible but unselected.
- Call campaign (N)
- Opens a campaign-scoped Dialer session for the selected visible contacts that still pass the shared calling eligibility decision.
- Clear
- Clears the current bulk selection.
- Book
- For authorized employees, opens the meeting form to convert an active potential into a booked meeting.
- View
- Opens the prospect's Contact Detail record.
- Delete potential
- Removes an active prospect from Potentials after confirmation. This action is not offered for past potentials.
- Retry
- Reads the expanded contact notes thread again after a temporary load failure.