Manage newly matched listings

You can view and manage all of your prospects' newly matched listings in one place. The Manage Newly Matched feature enables you to quickly decide to save or reject listings for prospects, one after another. Any listing you save or reject becomes part of the appropriate prospect's Saved or Rejected tab, as applicable. This is the most efficient way to manage your auto-prospecting results.

To view the Manage Newly Matched page

1. From the Contacts menu, choose Contacts/Prospects.
2. Locate the "Manage Newly Matched" link at the top of the page and click it. If the link is gray, then there are no new matches for your prospects' search criteria and the link cannot be clicked.
3. On the Manage Newly Matched page you can view a complete list of prospects who have new listings that match their search criteria.
4. Click the plus symbol to the left of a desired prospect's name. All of the newly matched listings for that prospect are displayed.
5. Click in the appropriate check box on the left of each listing either to Recommend or Reject that listing. Alternately, you can click the Check All link above either column of check boxes to quickly recommend or reject all of the listings currently displayed.
6. After you've chosen to recommend or reject some or all of your prospects' listings, click the Move Listings button in the MLS toolbar. Listings that have not been moved to a particular tab will continue to display in the Newly Matched listings tab. If there are no more newly matched listings left, your Contacts page will display.

TIP: The Home page offers a Newly Matched Listings module that displays prospects that have newly matched listings, and lets you quickly access them. Click the individual prospect's listing count (such as 6) to view that prospect's cart; or click the Manage Newly Matched link to go directly to the Manage Newly Matched page.

NOTE: The maximum number of listings that can be displayed in Manage Newly Matched is 1,000. If you have more than that, you must manage each  prospect cart separately.

TIP: View the video tutorials under the "Contacts & Prospects" section 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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