Prospect Workbench Refresh + All View

Today’s changes make prospect work feel cohesive end-to-end: adding people, editing details, and scanning notes now happen in a single flow.

What’s included

• Multi-person creation in /prospects, with a carded Prospect + People layout.
• Unified prospect editing that keeps people inline in the same modal (no per-person view/edit buttons).
• A matching overhaul for the /home view/edit modal, plus an Add person button.
• A new /all page that shows every prospect across statuses with no filters.
• Cleaner prospect cards with an 80/20 notes/people split and overflow-safe person emails.
• Delete actions available in /prospects, /archived, and /all (cascades through related people/messages).
• Status filters hidden on Prospects/Clients/Archived/All while the scoped views remain enforced.

Why it matters

You can capture full contact context upfront, keep editing friction low, and view every record in one place without juggling filters.

Try it now

Open /prospects to add multiple people, edit them inline, and scan notes alongside contacts. Then visit /all to review every record at once.