Prospects – overview

The Prospects tab is the counterpart to the property search in the contact view. Here you can use the search profiles stored to determine which prospects from your portfolio are suitable for the property currently open.

You can find an example of the property search in the Tutorials and a detailed explanation under Property search – Details.

Inhaltsverzeichnis

The list view
How does the search work?
Next steps
And the other tabs?

The list view

The central element is the results list, which you can expand individually with your own list tabs in addition to the standard tabs.

- Standard tab: Automatic assignment, Manual assignment, Previously offered
- updates the view in the Automatic assignment tab. With the user setting “Automatically update search results when entering the property search”, the current results list is automatically loaded when the tab is opened.
- allows the assignment of selected prospects in the Manual assignment tab
- Use the hover icon “Enter purchase price offer” to document bids from prospects. These are logged as activity in the contact and the property.
- / opens the detailed view of the selected prospect next to or below the list view.
- The search profiles of the selected prospects are displayed below this. These can be selected and edited with a click if required.
- opens the list configuration.
- / indicate agreed or canceled viewing appointments.

How does the search work?

In contrast to the contact view, the current property serves as the basis. The system checks all active search profiles of your contact records against the characteristics of this property and lists the matching prospects in the Automatic assignmenttab.

The results view can be individually refined:

Immo matching rate – Match between property and prospect search profile – in percent (%)
Configuration: You can use the triangle icon in the list tab to set threshold values (e.g. “Only show prospects with more than 80% match”) or hide links to owners or contact persons as well as rejections. Prospects with a matching rate below the threshold value are hidden
Filterand Exclusion filter show contacts with certain properties or explicitly exclude them
- Hint: For list tabs that have been configured on the basis of a filter, only this filter is taken into account.
- Setting an exclusion filter is suitable, for example, for excluding prospects with certain activities.
  Request: List only prospects who have not yet downloaded a brochureRequired filter: “Action attribute”=”First brochure download “This filter is set as an exclusion filter , so that only prospects who have not yet viewed the brochure are listed in the result. Exclusion filters can only be set in prospect tabs.
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Next steps

Have you found suitable prospects?

Select the prospect using the checkbox on the right. You can start your next steps from the actions menu directly below the list:

Agent’s log entry: Create a new agent’s log entry or mark it directly as “Not reached”
Contact allows it,
- write an e-mail, letter or text message to one or more prospects in one step
- to create a list of prospects for the owner
- or send a 1-click brochure .
Appointment: Creation or linking of appointments for the selected prospects
Listen: Create or extend a worklist from the selected data records
Manual setting of an advisory level
PDF: Sending a brochure with prospect (special PDFdesigner brochure template)

And the other tabs?

Further detailed information on the standard tabs Manual assignment and previously offered can be found under Property search – Details.

The distributed prospect tabs Cancelled, brochure not seen, brochure seen, House viewing and Contract are described here .

The list tabs Cancelled, brochure not seen, brochure seen, House viewing and Contract will be available as standard in enterprise versions from March 2026. If you would like to add these tabs, please contact our Support.

Properties