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About Prospect Match

With Prospect Match, you store a prospective buyer's home requirements, allowing Stratus MLS to automatically track available listings that match the prospect's search criteria. The system runs the search once each day at midnight, and automatically emails a summary of the day's matches to all designated recipients.

For each prospect, create a profile and enter search criteria. Once the search is saved, the system emails an alert each time new listings or price changes generate matches.

If you know a prospect won't be able to check email, for example while on vacation, you can suspend prospect searches and email alerts, resuming them when needed.

Note:

Prospect Match is salesperson-specific. You are the only one with access to your prospects.

New Prospects

You can create a new prospect wherever it is convenient to do so:

New Matches

When the system finds new matches:

Prospects Linked to Contacts

 

By linking a contact to your prospect search you allow the system to automatically fill information in the prospect profile, and you can access and add, manage, and extend prospect searches directly from the contact's detail view page. When you create a prospect search for a new customer, it is simple to create the contact on the fly.

Extending Prospects

When a prospect is due to expire within fourteen days of the expiration date - or has already expired within the last fourteen days, the prospect is eligible for extension and an alert to this effect displays at Info Center.

If not extended within fourteen days of the expiration date, the prospect is hidden at the list of prospect searches at the Search Type page. However, the expired prospect can be restored at the contact, if one exists.

 

See also . . .

Work with Prospect Match

About Contacts

 

Get Help in PDF Format

Help for Stratus MLS v3.15.1 April 25, 2013

Copyright 2013 Stratus Data Systems, Inc.