How to Add a Prospect Property to a Contact
If you have a contact in your database that you have found out has a property, there are a few easy steps to add more information to the contact.
First, locate the contact in your database. Once you have pulled up the contact's details, find the " Property " section and look for the plus icon. Click on the plus icon to add a property to this contact. You should then be prompted to choose between the options of "Prospect", "appraisal" or "Listing". Select the "Prospect" option.
You will then be asked to fill out the details for the property. By providing this information, you will create a more accurate record for the contact. Once the details have been filled out, make sure to click save to store the new information.
Alternatively, if you add a prospect using the orange plus at the top of your screen, you have the ability to search for a current contact in your database in the owner section to add to the prospect you are adding.
By adding a prospect property to your database, you can use the information for prospecting. Keeping track of prospect properties makes it easier for your team when trying to reach out to potential customers.