Each of your prospects has a Prospect Cart for keeping track of listings. Each cart is divided into three tabs: Newly Matched, Saved and Rejected. When you look at your list of prospects (by choosing Prospects from the Home page or the blue shortcut bar), you can see at a glance how many listings are in each prospect's cart tabs, using the color-coded numbers next to the prospect's name. In the example pictured below, prospect Ronald Baker has 3 listings in the Newly Matched tab, 5 in the Saved tab, and 2 Rejected:
By clicking on one of the color-coded numbers, you can access that tab in the Prospect Cart.
Newly Matched tab: Listings are automatically added to this tab when you run a prospect search, or if you have auto-prospecting set up for your prospect. For each listing, choose to save or reject it by clicking either the Save or Reject check box in the left-hand column, then click Refresh. This moves listings out of the Newly Matched tab.
Saved tab: This is where you can keep listings that might be of interest to your prospect. You can select listings using the check boxes in the right-hand column, then e-mail listings, run a report, or other. (See Prospect cart features for more details.)
Rejected tab: This is where you want to keep listings that the prospect is NOT interested in, even though they may match the prospect's search criteria. Having a listing in the Rejected tab prevents the software from re-adding it to the Prospect Cart the next time you run a prospect search.
See also