Search for listings for a prospect
Once you have set up
your prospect and edit their search criteria, you can run the search
manually as often as you like. You can also have the system automatically
run it for you through auto-prospecting.
NOTE: If you have set
up auto-prospecting for your prospect, you do not need to run the
prospect search manually.
To manually run a prospect search from the main Contacts/Prospects
page
- From the
Contacts menu, choose Contacts/Prospects.
- Locate the
desired prospect using the Search function at the top of the page if
necessary.
- Click the
plus icon
next to the prospect's name to display search
options for the prospect.
- Click the
Run link next to the desired search. Any
listings that match the prospect's search criteria that are not already
in the prospect's cart will be added to the Newly Matched tab.
To manually run a prospect search from a prospect's cart
- Click the
icon that displays next to the prospect's name near the
upper-right corner of the page.
- Click the Run link next to the desired search. Any
listings that match the prospect's search criteria that are not already
in the prospect's cart, will be added to the Newly Matched tab.
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