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Create a Client Portal for an existing prospect

You can enable your clients to view and manage the listings that are in their Prospect Cart with a Client Portal Web page.

To set up a Client Portal for an existing prospect

  1. From the Contacts menu, choose Contacts/Prospects
  2. Locate the desired prospect and click their name to access their Modify Contact Information form.
  3. Locate the Prospect Options area, near the bottom of the page (click if necessary to expand the area). NOTE: The Manage as Prospect field must be enabled for this area to display.
  4. Click the Client Portal check box.

  1. Check the boxes of any statuses you want displayed in your prospect's Client Portal.
  2. Click the Save button in the MLS toolbar.

IMPORTANT: The Preview and E-mail Client Portal Invitation links do not display until you click Save in the MLS toolbar.

TIP: View the video tutorial entitled "Client Portal" on the Learning Center for a quick overview of this feature. The Learning Center can also be accessed directly from the Help menu.

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