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Prospects

Organize, track, and route prospects to the appropriate salespeople

Accounts

  • 1 PROSPECT MASTER DATA

    Capture the key data for each prospect: where they came from, where they work, and how to stay in touch with them.

  • 2 STATUS

    Use the Status indicator to distinguish new prospects from those who have been assigned to an agent.

  • 3 IDENTIFICATION DETAILS

    A complete record of your prospect’s identification documents (such as passport or drivers license) and official ID numbers.

  • 3 RESIDENCY INFO

    Your prospect’s address, nationality, and country of residence helps you stay in touch and helps your sales people know how to approach the prospect.

  • 4 PROPERTY PREFERENCES

    Your sales team can see at a glance exactly what your prospect is looking for, specified by budget, location, size, property type, and more.

Prospects Overview

The fast and easy way to qualify prospects

Accounts

  • 1 FILTER YOUR VIEW

    Sort and manage your prospects using the built-in standard views, or create your own custom views to filter them any way you like.

  • 2 DETAILS

    See complete prospect details at a glance. Fast edit by double-clicking on any item and typing.