Add a prospect

Hear about an owner who might want to sell or rent? Capture it right away as a prospect. The property lands in the Prospecting column and you won’t forget to follow up.

Steps

1. Go to Properties and choose the Board view.
2. Click + at the top of the Prospecting column (on your phone: Add prospect).
3. Fill in the Address: search for the address or fill in Street, Number, Postal code and City.
4. Under Owner, choose an Existing contact or create a New contact with name, phone and email.
5. Choose Sale or Rent.
6. Click Add prospect.

The result: the property is in the Prospecting column, with the owner linked.

AI: fills in the form from your note

Click Paste or dictate at the top of the dialog. Paste your note, or speak it with your phone’s dictation, for example “Jan Peeters, 0475 12 34 56, Kerkstraat 12 Gent, wants to sell in spring”. Click Fill in. The AI fills in the address, the name, the phone number, the email address and sale or rent. If the owner is already in your contacts, Possible existing contacts shows who matches. Click Use this contact and you don’t create a duplicate. That way you capture a prospect between two appointments. The AI only fills in empty fields and makes nothing up. Check every field before you click Add prospect.

Note

You can also create a property through Properties › Create. Under Starting stage, choose Prospecting, or go straight to For sale / For rent (mandate signed) if the mandate is already signed. See Properties.

Follow up on your prospects

• Proppeteer suggests planning a valuation or intake visit and preparing the mandate. See Recommended next steps.
• On the board, turn on the No action > 3 months filter to find prospects that have gone quiet. Follow them up or archive them with a reason.
• When a valuation request comes in through your website, the lead itself suggests converting it to a seller and planning a valuation visit. See Leads.
• When the owner is ready to sign, prepare the mandate with Prepare mandate. See Follow up on mandates.

See also

• Your dossiers from prospecting to closing
• Follow up on mandates