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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 matches to all 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 and status changes to available listings generate matches.

If you know a prospect won't be able to check email for a period of time, you can suspend prospect searches and email alerts, resuming them when needed.

Note:

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, or has already recently expired, the prospect is eligible for extension and an alert to this effect displays at Info Centre. Note: The Board decides the number of days within which the prospect can be extended.

If not extended, the prospect is no longer visible at the list of prospect searches at the Search Type page. However, the expired prospect can be restored at the Contact page, if one exists.

See also . . .

Work with Prospect Match

About Contacts

 

Get Help in PDF Format

Help for Stratus MLS v3.47.3 December 20, ,2016

Copyright 2016 Stratus Data Systems, Inc.