Prospect Management
Overview
Section titled “Overview”Prospect Management lets you set up automated listing alerts—called triggers—for your contacts. Instead of manually searching for properties that match what your clients want, you define the criteria once and the system watches for matches.
Each contact can have multiple triggers, and each trigger can be turned on or off independently.
[SCREENSHOT of the prospect management contact list with trigger counts]
The Contact List
Section titled “The Contact List”When you open Prospect Management, you see a table of your contacts with trigger information:
- Name and email
- Total triggers – How many triggers this contact has
- Active triggers – How many are currently turned on
Use the search bar to find contacts by name or email.
Click any contact to see and manage their triggers.
Creating a Trigger
Section titled “Creating a Trigger”A trigger is a saved set of property criteria linked to a contact. When properties matching those criteria hit the market, the system can alert the contact.
[SCREENSHOT of the trigger form with criteria fields]
To create a trigger:
Section titled “To create a trigger:”- Click New Alert (or open a contact and add from there)
- Select the contact this trigger is for
- Set your criteria (see below)
- Give it a name (optional but helpful if the contact has multiple triggers)
- Toggle Active on if you want it running immediately
- Save
Trigger Criteria
Section titled “Trigger Criteria”Location
Section titled “Location”- Cities – Select one or more cities
- Counties – Select one or more counties
- Zip codes – Enter specific postal codes
Property Details
Section titled “Property Details”- Property types – Single-family, condo, townhouse, multi-family, land, etc.
- Price range – Minimum and maximum price
- Bedrooms – Exact count OR min/max range
- Bathrooms – Exact count OR min/max range
- Living area – Minimum and maximum square footage
Event Types
Section titled “Event Types”Choose which market events should trigger an alert:
| Event | What it catches |
|---|---|
| New Listing | Properties just hitting the market |
| Price Change | Price adjustments (up or down) |
| Status Change | Status updates like Active → Pending |
| Open House | Scheduled open house events |
| Recently Sold | Properties that have closed |
You can select multiple event types for a single trigger.
Managing Triggers
Section titled “Managing Triggers”Viewing a Contact’s Triggers
Section titled “Viewing a Contact’s Triggers”Click a contact to see all their triggers, separated into:
- Active triggers – Currently running
- Inactive triggers – Paused but saved
[SCREENSHOT of a contact’s trigger list showing active and inactive]
Editing a Trigger
Section titled “Editing a Trigger”Click any trigger to open it and modify the criteria. Save when done.
Toggling Active/Inactive
Section titled “Toggling Active/Inactive”Use the toggle switch to turn a trigger on or off without deleting it. Useful when a contact pauses their search temporarily.
Deleting a Trigger
Section titled “Deleting a Trigger”Click the delete option to remove a trigger permanently.