Once listings are in your prospect's cart, you can:
View listing detail -- Click a listing number to see the listing detail page. Once there, you can use the navigation buttons at the top to view the other listings from that tab of your prospect's cart.
View listing picture -- Click the camera icon to see the primary listing picture.
Sort the listings -- Change the sort order of listings in the cart by selecting your desired sort options in the shaded box near the bottom, then clicking Refresh.
Empty the tab -- To remove all listings from the selected tab, click the Empty Tab link near the top of the page.
If listings are in the Newly Matched tab, you should move them to one of the other tabs by checking either Save or Reject in the left-hand column next to each listing. Then click Refresh.
In the Saved and Rejected tabs, you can:
Run a report -- Select the listings you want to include in a report (using the check boxes in the right-hand column). Then click the Reports button, select the report you want to print, and click Submit.
E-mail listings to the prospect -- First select the listings you want to include (using the check boxes in the right-hand column), then click E-mail Listings. An envelope icon will display in the cart next to each listing you have e-mailed to the prospect, for your reference.
Export the listings -- Select the listings you want to export (using the check boxes in the right-hand column). Then click the Exports button, select the type of export, and click Submit.
Map the listings -- Create a map that plots multiple listings. First select the desired listings (using the check boxes in the right-hand column), click the Reports button, then select Map Selected Listings.
Enter showing dates & comments -- Click Dates & Comments to track the listings you have shown the prospect, with dates and comments.
Run a prospect search -- Click Run Prospect Search to search for listings using the last-saved criteria for the prospect. (Note: This is a manual search that finds all matching listings in the system. This is different from auto-prospecting, which only searches new or changed listings.)
Delete listings from the cart -- To remove listings, first make sure all listings are selected EXCEPT for the ones you want to delete. Then click Delete Unchecked. (IMPORTANT: If you have auto-prospecting set up for the prospect, you should NOT delete listings from the cart, since they may be added again if they still match your prospect's criteria. Instead, move unwanted listings to the Rejected tab. To do this, click in the check box in the left-hand column labeled "Move to Rejected," then click Refresh.)
NOTE: You can keep listings in a cart indefinitely. The software automatically updates them anytime a change is made to their status, price, etc., so the listing data is always up-to-date.
See also
Managing the listings in your Prospect Cart