Managing Prospects (Formerly Clients) and Leads for Management Companies

To manage and view prospects click on the Prospects icon in the navigation panel to the left:

 

From within the CRM you can add prospects by clicking the Add Prospect button.

When adding your prospect you'll enter their basic information and prospect preferences. 

You can also mark the source of the lead, names of any other occupants, or add another agent if you want to share the prospect's information with someone at your company. Additionally, you have the option to add the prospect's postal code or internal prospect note.

 

You can also add any information about their broker (if they have one):

From the prospect overview section you can filter your prospect list by a variety of criteria, search by prospect name, or export a CSV of your prospect data.

 

From within a prospect card you can also manage their interest level and status:

To edit existing prospects, click on the prospect to open their prospect card. Click Edit from the Options dropdown menu. From within each prospect card you can execute searches based on the prospect's criteria as well as subscribe each prospect to receive email updates for listings that match their preferences. As soon as you turn email updates on, your prospect will receive an immediate email with the 10 most recent matches, followed by an email update once daily at 8:00 AM EST. At the bottom of the prospect card you will see a list of all listings that were sent to your prospect. You can filter this list by listings that were manually sent or sent via a subscribed search.

 

Add appointments for a prospect by clicking the Create New dropdown in the Listings and Buildings section:

You can indicate specific units and buildings to be viewed during the appointment by selecting a building or unit from the dropdown menus.

Learn more about using the Nestio Appointments feature here

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