Modifying a prospect's search criteria

To revise a prospect's search criteria

  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 the plus icon (+) next to the prospect's name. In the second row that displays, click the "Revise Criteria" link (Note: If there is more than one search for your prospect, a separate  row of links will display for each search).

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

  5. 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

About contacts and prospects

Creating a prospect

Searching for listings for a prospect