Know who is interested in your services and connect with them at the right moment to convert more customers.
Who are Prospects in MioCommerce?
A Prospect is a potential customer whose contact details are captured in MioCommerce before they become a confirmed customer.
The Prospects feature helps you:
Follow up at the right time
Centralize conversations across channels
Convert interest into customers, bookings, or quotes
A Prospect can be created from multiple sources, including:
Manual imports
Your Multi-Channel Inbox (SMS, Chat Box, Google Business, Facebook Messenger, Email, Instagram)
Quotes or Service Requests created for someone who is not yet a customer
Visitors who start but do not complete a booking on your booking page
In short, Prospects are your warm and hot leads — all in one place.
How Prospects Get Created
A Prospect is created any time someone enters your Miocommerce system without an existing customer record and without a confirmed booking.
1. From Booking Pages (Abandoned or Incomplete)
A visitor:
Opens your booking page
Enters an email and/or phone number
Leaves before clicking Book Now or Request a Quote
Their contact details are automatically saved as a Prospect.
Common reasons: interruption, lost connection, comparison shopping, or “I’ll come back later.”
2. From the Multi-Channel Inbox
A Prospect is automatically created when a new contact (not an existing customer) reaches out through:
Website Chat Box
SMS
Email
Google Business Messages
Facebook Messenger
Instagram
Note: If the person is not yet a customer, MioCommerce treats them as a Prospect and keeps all conversations in one visible thread.
3. Manual Creation by Your Team
You can manually add a Prospect when:
Someone calls your business
You meet a lead offline
You receive a referral
Path: Create → Prospect
You can capture:
Name & contact details
Source of prospect
Notes & internal information
4. Importing Prospects (Bulk Upload)
If you already have leads in another system, you can import them in bulk.
📍 Path: Prospects → Import Prospects
You can:
Upload a CSV file (UTF-8 encoded)
Test the file before importing
Map fields correctly (email, phone, name, etc.)
🔗 Related guide: How can I import my prospects?
5. Quotes
When you create a Quote for someone who is not already a customer, MioCommerce automatically creates them as a Prospect.
Since there is no booking yet, the contact remains in your Prospects list until converted.
6. Service Requests
Similarly, when you create a Service Request for someone who is not an existing customer, they are created as a Prospect.
Service Requests do not equal bookings, so the contact stays under Prospects.
Where to Find Your Prospects
📍 CRM → Prospects
From the Prospects list, you can:
View all prospects in one place
Filter by source and time period
Open a prospect profile
Start conversations instantly
Convert prospects into customers
Below Video shares where you can look for your prospects. And if your prospect gets converted into a customer, One-click is all you need to "Convert to a Customer" from the existing data.
What You Can Do with a Prospect
From a Prospect profile, you can:
Send messages via the Inbox (with enabled channels)
Add internal notes for your team
Edit prospect details
View location (if available)
Track communication permissions
Convert the Prospect to a Customer with one click
All existing information is carried over — no re-entry required.
Prospects help you:
Capture demand you may otherwise lose
Respond faster and more personally
Increase booking and quote conversions
Keep sales, marketing, and support aligned
Instead of guessing who to follow up with, MioCommerce shows you exactly who your potential customers are.
Next Steps
Learn how to Import Prospects
Understand how Prospects work inside the Multi-Channel Inbox
Convert Prospects into Customers, Bookings, or Quotes
👉🏻 Want to try out this feature in our simulated environment: Try Live Tour and become an expert today! 😊