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Remarketing

Prospecting agent

What it is for​

Contacts the agent qualifies as cold are not lost: they enter the Remarketing pipeline on their own, where the team works them at a different pace and, when it makes sense, prospects them again with AI.

How to get there​

Sidebar → Sales → Pipelines → Remarketing tab · app.growtek.io/en/pipelines/remarketing

The screen in detail​

A board with six stages: Cold, Re-contact, Nurturing, Re-engaged, Recovered and Lost, and the Create prospection button.

Leads enter Cold on their own when the AI qualifies them as cold (on the interest call or on the qualification call).

What you can do​

Move a lead​

Drag the card to the next stage or use Move to… in its menu. Leads advance one stage at a time; Recovered and Lost can be reached from any stage.

Prospect again with AI​

Click Create prospection and follow the wizard (see Prospecting campaigns). From here, choosing contacts is not mandatory.

Required permissions​

ActionPermission
View the pipelinelead.read
Move leadslead.transition
Create prospectionprospect.create (and the Prospecting Pipeline module)