Identifying a Contact as a Prospective Buyer

If a contact is actively looking for a new property, mark them as a Prospective Buyer on their Properties tab. Prospective buyers are included on the Active Business list and can be added to your Dashboard.

To set a contact as a Prospective Buyer:

1. On the contact’s Properties tab, in the Buying Preferences section, select the This contact is a Prospective Buyer check box.

   Use the drop-down list to select the Buyer Agent from a list of team members.

2. If you have a Buyer Agency agreement, enter the expiry date. Indicate whether you want the expiry date to appear in your calendar and whether you want to receive a reminder.

   The buyer agency expiry date appointment is automatically created in the calendar of the selected buyer agent. If you wish, you can also add the appointment to the calendar of another team member by selecting a second team member from the drop-down list to the right of the buyer agent.

3. Complete as many of the contact’s preferences as you are able, particularly the Building Type and Price Range, which will be shown on the Active Business list and Dashboard so you can see at a glance if a property you learn about might be of interest to a contact.
4. Click Save.

Note  When this contact buys a property, the This contact is a Prospective Buyer check box is automatically cleared when the property listing status is changed to “Closed”. For more information, see Recording a Property Sale.