Prospect: Start Here
How to Edit/Add Additional Property Details
This guide will show you how to edit/add in additional Property details in the Prospects Module. There is also a video guide of this process below. Hover over the Prospects Header at the top of your database. Select Search Properties from the ...
How to Bulk Add Properties
This guide will show you how to bulk add Properties to the Prospects module. There is also a short tutorial video below. Hover over the Setting cog at the top right hand corner In Properties column select Bulk Add Properties Select the State Start ...
How to Search Properties (and Print/Export a Property List)
This guide will step you through how to search Properties in the Prospects module. Hover over the Prospects Header at the top of your database. Click inside the Quick Search field and type in the property address. Click on the green Search button. ...
How to Add a Single Property
This guide will step you through how to add a single Property within the Prospects module. There is also a short video tutorial below. Hover over the Prospects Header at the top of your database. Select Properties from the dropdown menu. Click on the ...
Prospects Overview
What is the Prospects Module? The Prospects module is designed to help you communicate and track prospective properties. Property vs Listing Within this module we introduce the terminology "Property". It is important to understand the difference ...