Understanding 'Booked' prospect status

This article explains how Spear determines whether a prospect has scheduled a meeting.

Prospects are scheduled as 'Booked' if:

1 - A meeting booking link has been integrated with Spear

For example, Calendly - we automatically detect when a prospect uses it to schedule a meeting.

We recommend connecting your meeting booking link to Spear to optimize data accuracy.

Click here to find out how to do this

2 - If the meeting bookling link integration is not connected, Spear can analyze the conversation history. If it detects that a meeting likely took place, a confirmation pop-up will appear asking you to verify.

Once confirmed, the prospect’s status updates to 'Booked'.

3 - If the prospect's status has been changed manually

This is usually relevant if a meeting has been scheduled outside of Spear, for example via email.

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