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Prospecting stages
What the stage chip on every row means, and how a company moves through it.
Every row in the Feed, Database, lists and your book carries a stage chip.
| Chip | Meaning |
|---|---|
| Not enriched | Nothing done yet |
| Enriched | Website, reviews and mentions pulled; no owner email yet |
| Contact found | An email the agent can write to |
| Queued / Starts (date) | Enrolled, waiting for the agent or a scheduled start |
| Ready for review | The agent drafted; you approve or reject |
| Approved / Touch n | Sending, or n emails sent |
| Replied | They wrote back; follow-ups stop; the CRM hand-off fires |
| Rejected / Finished | Closed, with the reason |
Enrolled rows also show the play and the owner's first name; the chip links to the enrollment in the Prospecting Agent.
Account status
Separate from the agent stage, each company has an account status your team sets: new, contacted, replied, meeting, quoted, won, lost, not now. The first four advance on their own from real events (a send, a reply, a meeting-link click) and never overwrite a stage a person set.