View your contacts and prospects

To view your contacts and prospects

From the Contacts menu, choose Contacts/Prospects. From this page, you can:

• Create New Contact -- Click this link to create a new contact and set them up as a prospect if desired.
• Manage Newly Matched -- Click this link to view and manage all of your prospects' newly matched listings in one place.
• Report Options (in the Options pane) -- Choosing Contact Report lets you generate a list of selected contacts in PDF format so it can be printed or saved to a disk. Choosing Address Labels lets you generate address labels for selected contacts, and print mailing labels for them using standard label stock.
• Send E-mail -- Click on the envelope icon below the Send column (if available) to open a new message window in your email software so you can send the contact message.
• Modify Contact Information -- Click a contact's name to edit his/her information.  
• Enter Task-- Click the task icon to set up a meeting or other to-do item for a contact.  

View the listings in a prospect's cart by clicking one of the four numbers representing the prospect's Newly Matched, Agent Recommended, Saved, or Rejected tabs.

For each prospect that displays, you can click the plus icon to view additional details and options.

Run the prospect's search manually against all listings in the MLS.

Revise the prospect's search criteria.

View the prospect's search criteria.

Delete a search for the prospect.

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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