Add prospect appears on property pages, person pages, map preview cards, and in the actions bar when you select multiple records.
Add one prospect
To add a property or person as a prospect:
Open the record.
Tap Add prospect.
Remove a prospect
To remove a property or person from your active prospects:
Open the record.
Tap the three-dot menu in the top-right corner.
Select Archive prospect.
Archiving removes the record from your active Prospects view without deleting the record itself.
Add multiple prospects
You can also add several records at once.
Select records using the checkboxes in the grid, or select properties on the map.
Click Add prospect in the actions bar.
For larger selections, the add process may continue in the background while you keep working.