Keeping track of listings you've shown a prospect

You can keep track of the listings you've shown a prospect using the Dates & Comments form in the Prospect Cart.

To enter dates & comments

  1. Choose Contacts/Prospects from the Contacts pull-down menu.

  2. Locate the appropriate prospect. (Tip: You can use the Search function at the top of the page to search either by name or by prospect code.)

  3. Click one of the hyperlinked numbers next to the prospect's name, the Prospect Cart counters, to open the prospect's cart.

  4. Click the "Comments" link below the desired listing.

  5. Type in the date you showed a property and/or any comments you want to note, then click Submit.

Any dates and comments entered display below the listing in the Prospect Cart, for your reference.

See also

Saving listings for a prospect

Managing the listings in your Prospect Cart