prospect
Manage sales prospects during LinkedIn outreach: skip a campaign, close a deal, dismiss a lead, or review conversation history and timeline.
Instructions
Manage prospects — skip, close, dismiss, view conversation, or timeline.
Skip and Stop are different decisions:
Skip — leave this person out of THIS campaign. No other effect.
Stop — close(outcome='opt_out'): stop all outreach to this person
across the workspace, and say why. That feedback improves
targeting.
Args:
action: What to do:
"skip" — Leave the prospect out of this campaign only
"close" — Record outcome (won/lost/opt_out) for an outreach
"dismiss" — Clear a lead off the Needs attention strip.
Closes it as lost, so it also leaves the Hot
Leads count. Needs confirm=True; the first call
previews who would be dismissed.
"conversation" — View the full message thread with a prospect
"timeline" — View chronological journey of all actions for a prospect
outreach_id: The outreach ID. Auto-selects if empty (except 'conversation'/'timeline').
campaign_id: Which campaign (for 'skip'). Uses active if empty.
outcome: 'won', 'lost', or 'opt_out' (for 'close').
reason: Optional notes for the outcome (for 'close').
meeting_link: Meeting/calendar URL if outcome is 'won' (for 'close').
This is the URL where the meeting was booked — could be
the user's booking page or the prospect's shared calendar.
confirm: Must be True to actually dismiss (for 'dismiss').
reason_code: Why, for 'skip' and 'close'. One of 'not_a_fit',
'negative_reply', 'asked_to_stop', 'handled_elsewhere', 'other'.
Only the first two are evidence about targeting; the rest are
facts about that one person and never move a segment's ranking.
reason_note: Free text alongside the code.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| action | Yes | ||
| reason | No | ||
| confirm | No | ||
| outcome | No | won | |
| campaign_id | No | ||
| outreach_id | No | ||
| reason_code | No | ||
| reason_note | No | ||
| meeting_link | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |