Modifying a prospect's search criteria

To revise a prospect's search criteria

  1. Choose Prospects from the Home page or the blue shortcut bar.

  2. Locate the prospect's name, then click the Revise link.

  3. In the search criteria page, make changes to the prospect's search criteria, then click either Submit or Preview Count.

  4. If the number of listings found is too high, choose Revise Criteria and narrow down the search. If the number of listings found is acceptable, choose View Results. The search results are automatically added to your prospect's Newly Matched listings.

See also

Creating a prospect

Searching for listings for a prospect