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You are here: Home / Modules / Properties / Detailed property view / Prospects – overview / Prospects - From rejection to contract
Properties
Prospects – From rejection to contract
The list tabs Canceled, 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.
The following tabs are now also available:
Inhaltsverzeichnis
Tab: Canceled
Who ends up here?
This tab serves as an archive for lost prospects.
- Requirements: The status in the offer was explicitly set to “G Cancellation”.
- Hint: Canceled appointments in the agent’s log do not automatically lead here, but merely prevent the client from appearing in the “Viewing” or “Contract” tabs.
Tab: Brochure not seen
Who ends up here?
Prospects to whom you have sent the brochure (interactive or PDF brochure from onOffice) but who have not yet actively accessed it.
Requirements: The status in the offer is set to “Documentation received” (this is automatically the case as soon as a brochure has been sent).
Exclusion: As soon as the customer opens the interactive brochure or makes a download, it disappears from this tab.
Tab: Brochure seen
Who ends up here?
Prospects who show genuine interest (by viewing the interactive brochure or downloading the PDF) but have not yet been on site to view the property.
- Requirements: The customer has called up the interactive brochure at least once, downloaded the file or a viewing appointment has already been scheduled for the future.
- Exclusion: The customer must not have had a viewing in the past and must not yet have submitted a purchase offer or have an A/B consultation level.
Tab: House viewing
Who ends up here?
All customers who have already seen the property live but are not yet in the hot phase of negotiations.
- Requirements: There is an entry in the agent’s log of the type “House viewing” whose date is in the past.
- Exclusion: As soon as an appointment for a “follow-up viewing”, a “notary appointment” or a “purchase price offer” is registered, the customer advances to the next tab.
Tab: Contract
Who ends up here?
Here you will find your “hot” leads and deals.
- Requirements:
- Or: A purchase price offer has been submitted via the prospects tab
- Or: Appointments such as follow-up viewings, notary or contract appointments are entered.
- Or: The advisory level is already set to A or B
💡 Important tips for care
- Future vs. past: A scheduled viewing appointment pushes/leaves the customer in “Brochure seen”. Only when the appointment is over (date < now) does it automatically end up in the “Viewing” tab. Attention: Even if appointments are canceled, the appointment is moved to the “Viewing” tab. If this is not desired, the appointment must be deleted
