Using Comments in a Prospect Cart

You can add comments to listings in the Prospect Cart, and even share comments with your prospect through a Client Portal.

To add comments for a listing in a Prospect Cart

1. From the Contacts menu, select Contacts/Prospects.
2. Locate the desired prospect, then click the appropriate numbered hyperlink below the Prospect Cart column.
3. Locate the desired listing, then click the icon for that listing. If comments have not previously been added for the listing, the Comments window automatically opens, ready for you to enter a new comment. If previous comments exist for the listing, click the "Add Comments" link near the top of the window.
4. Enter your comments, then click the Post button. The date and time will automatically be saved for each comment.

NOTE: If the Client Portal feature is enabled for this prospect, a "Private" check box displays. You can select the Private check box if you do not want your prospect to see this comment from their Client Portal.

To read the comments for a listing in a Prospect Cart

1. From the Contacts menu, select Contacts/Prospects.
2. Locate the desired prospect, then click the appropriate numbered hyperlink below the Prospect Cart column.
3. Locate the desired listing, then click the icon for that listing. The comments window displays.

NOTE: If no comments have been added for the listing, the Comments window automatically opens ready for you to enter a new comment.

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.

Return to the Home Page