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Work with Prospect Match

Prospects include three sections:

You can enter the first two sections directly or let the system automatically fill information from an existing contact.

You can define search criteria for the prospect search directly, or let the system pass criteria from an open search you want linked to a prospect.

When a prospect is linked to a contact, you can add, manage, or extend prospect searches from Contact.

How . . .

To Create a Prospect at the Search Type Page

To Enter a Prospect's Profile Information

To Define a Prospect's Search Criteria

To Create a Prospect While Searching

To Create a Prospect in Map Search

To View and Create a Prospect Search for a Contact

To Manage Saved Prospects

To See a Saved Prospect's Matches

To Extend Prospects

To Suspend Prospects

To Delete Prospects

 

To Create a Prospect at the Search Type Page

  1. At the main menu click Search.
  2. At the Search Type page click Prospect Matches.
  3. At the Prospect Searches page click Create.
  4. At the Create Prospect dialog box, enter information for the prospect profile (see To Enter a New Prospect's Profile Information, below) then click Continue.
  5. Enter criteria at the Criteria page. Click Save Prospect on the blue bar at the window bottom.
  6. Click OK.
  7. To run the search and see matches, click Submit at the Criteria page; or click Manage Prospect to make changes (see below).

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To Enter a Prospect's Profile Information

At the Create Prospect dialog box, enter or edit the following:

Prospect Name: Enter a name to identify the prospect. The name need not be unique. (To change a saved prospect's name, enter a new one and save the prospect.)

Expiration Date: For new prospects the system automatically fills a date ninety days from the current date. You can change a date provided it meets MLS requirements. To extend a saved prospect's expiration date, if the prospect is eligible for extension (see "About Prospect Match"), enter a new one and click Extend.)

Suspend this Prospect: Select this check box to suspend searching for the prospect, for example while the prospect is on vacation. Clear the check box to resume searching. Note: If the Expiration Date passes while the prospect is suspended the prospect expires.

Email Options

Contact: Optionally select an existing contact. The full name and primary email address, if any, fill the corresponding fields. Alternatively you can type in the full name and email address. You can change the selected contact.

Full Name: If using a saved contact, the full name automatically fills. You can edit the name. If you do not use an existing contact, type the name.

Email: If using a saved contact, the primary email address, if there is one, automatically fills. If you do not use an existing contact, type a name. To prevent the contact receiving a prospect match email, clear the check box.

Form: Select the detail form the recipient will access from emailed prospect match alerts.

Send a Copy to Yourself: Select the checkbox to receive a copy of the prospect matches at your email address; clear it to discontinue receipt. Note: If you have multiple prospects, matches for each are combined into one email message.

Include Photo Gallery: If enabled, select the checkbox to include a photo gallery for each linked listing. Note: When the specified form excludes listing addresses, the photo gallery is not provided.

Include Map: If enabled, select the checkbox to include a map displaying the locations for all linked listings. Note: When the form excludes listing addresses, the map is not provided.

Additional Recipients: Type the email addresses for additional recipients. Separate addresses with a comma, space, or line break. You can enter additional contact addresses, an address for a co-agent, or an alternate address for yourself. To prevent additional recipients receiving a prospect match email, clear the check box.

Search

For a new prospect this section allows selection of one or more classes, listing types, and a search type.

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To Define a Prospect's Search Criteria

  1. After creating the prospect profile (see above) click Continue.
  2. At the Criteria page, enter the prospect's criteria as you would for any search.
  3. Click Save Prospect.
  4. When prompted, click OK. The Criteria page redisplays.
  5. To submit the search for current matches, click Submit.
  6. To make changes in the profile or search at any time, click Manage Prospect.

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To Create a Prospect While Searching

If the criteria in a search for available listings meets a customer's needs, you can create a new prospect profile for that customer and set up prospect match alerts for yourself and the customer.

  1. After entering criteria at the Criteria page for a new, saved, or pre-defined search, before you submit the search click Create Prospect on the action bar.
  2. At the Create Prospect dialog box, enter information for the prospect profile and email settings (see above: To Enter a New Prospect's Profile Information).
  3. At the blue notification bar, click Save Prospect.
  4. Click OK at the confirmation prompt.
  5. To run the search and see matches, click Submit at the Criteria page; or to make immediate changes to the prospect click Manage Prospect. (See To Manage Saved Prospects, below).

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To Create a Prospect in Map Search

  1. After locating the desired search area and optional criteria at a map search, click Prospect on the criteria panel's action bar.
  2. At the Create Prospect dialog box, enter information profile and email information (see above: To Enter a New Prospect's Profile Information).
  3. Review the criteria summary.
  4. Click Save Prospect; or to make immediate changes click Manage Prospect. (See To Manage Saved Prospects, below).

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To Manage Saved Prospects

  1. At the Prospect Searches page select a prospect, then click Manage; or
    At the Criteria page after saving the prospect, click Manage.
  2. Change profile info as needed and review the displayed search summary.
  3. To continue without changing criteria, click Save Prospect; OR
    To save then edit criteria, click Save Prospect and Edit Criteria, then edit criteria.
  4. Click Save Prospect, then click OK.

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To Create or Manage a Prospect Search for a Contact

At a contact's detail form you can manage existing prospect settings or create another prospect search for the contact. Creating a prospect is possible only if one already exists for the contact.

  1. At a contact's detail view, the Prospects tab displays if a prospect search exists for the contact.
  2. Click the Prospects tab.

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To See a Saved Prospect's Matches

  1. At the Prospect Searches page (displayed when you select Prospect Searches at the Search Type page) click to select a prospect.
  2. To display the results list, click Matches.
  3. At the Days Back dropdown list, select the number of days for which you want to see the prospect's matches.
  4. The results list displays.

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To Extend Prospects

You can extend prospects that are due to expire or that expired within the last two weeks. Note: Prospect searches are extendable beyond two weeks of expiration when viewed at Contacts.

  1. Click a prospect expiry alert at Info Center, or choose Prospect Searches at the Search Type page. The Prospect Searches list displays.
  2. Select one or more prospects that are within two weeks of expiration.
  3. Click Extend.
  4. At the confirmation prompt, click Yes.

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To Suspend Prospects

  1. At the Prospect Searches page click to select one or more prospects.
  2. Click Manage.
  3. Select the Suspend this prospect checkbox.
  4. Click Save Prospect.
  5. At the Prospect Searches list, confirm that the suspension took place.

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To Delete Prospects

  1. At the Prospect Searches page click to select one or more prospects.
  2. Click Delete.
  3. At the confirmation prompt, click Delete.

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See also . . .

About Prospect Match

 

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Help for Stratus MLS, v3.18.4 October 22, 2013

Copyright 2013 Stratus Data Systems, Inc.