Skip to main content

The Prospects page

Use Prospects to find, organize, and take action on the properties and people you’re actively working.

Written by Joy

In the left sidebar, click Prospects. The number beside it shows how many active prospects you currently have.

Browse your prospects

Use the Properties and People toggle to switch between record types.

Each row shows key details, including:

  • Address

  • Phone and email counts

  • Lists the record belongs to

  • Date added as a prospect

Search and narrow your prospects

Use search to find prospects by:

  • Address

  • City

  • ZIP code

Favorite prospects

Click the star on a row to mark a prospect as a favorite. You can then filter your Prospects view to show favorites only.

Sort your prospects

Sort prospects by:

  • Newest added

  • Oldest added

Your sort preference is saved for the next time you return.

Take action on multiple prospects

Select one or more rows, then choose an action from the actions bar. You can also use the header checkbox to select all matching prospects. Select all includes every prospect that matches your current filters, not just the records visible on the current page.

Tip: To add more prospects, use Find Properties, Find People, or Explore map.

Did this answer your question?