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

  1. From the Contacts menu, choose Contacts/Prospects.
  2. Locate the desired prospect using the Search function at the top of the page if necessary.
  3. Click the plus icon next to the prospect's name to display search options for the prospect.
  4. 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

  1. Click the icon that displays next to the prospect's name near the upper-right corner of the page.
  2. 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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