Create Prospect Searches in Prospect Tab

Create Prospect Searches in Prospect Tab

To create a new Prospect search for a new Contact in REsearch, you will need to use the “Prospect” tab within the “Contact Details” page. To create a new Prospect search, after creating a new Contact, click on the “Prospect” tab to setup searches for that contact. Once in the Prospect tab, click the “New Search” button to start setting up a new Prospect Search for your contact. If you have any questions or feedback, feel free to contact us!
Creating a prospect from Search for Listings

Creating a prospect from Search for Listings

  Quick Tip Video – Creating a prospect from Search for Listings When you save a search from the “normal” search page, you now have the option to save it directly to a prospect (or create a new prospect).   Enter your search parameters Click Save Search   Select “Save as a prospect search” Now you will either create a new prospect or save to and existing one   5A. If Selecting NEW CONTACT simply fill out the form and save. 5B. If Selecting an existing contact you may simply click Save (you may also double check the notification schedule) … Continued