You can create new prospects on the fly from any search criteria or results page. The software saves the new prospect's criteria automatically, then lets you enter the person's other information.
To create a prospect from a search -- Fill in your desired criteria, including Additional Criteria such as amenities if desired (if only one property type is selected). Before submitting the search, locate the "Save as a new Prospect" field in the Save Options box, near the bottom of the page:
Using your mouse, click in the Save as a new Prospect field. Then, type in a new prospect's name (up to 20 characters) and click the Save button. The Modify Contact Information page displays where you can enter details about your new prospect. IMPORTANT: Make sure the "Manage as Prospect" check box is selected. After entering the additional information, click Submit, and your prospect is saved.
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