Viewing All Active Business Listings and Prospective Buyers

Click Active Business in the main menu.

The List of Active Business shows three sections. The Active Listings and Buyers section includes all Potential, Active, Sold, and Pending listings. The Prospective Buyers section includes all of your contacts who are actively looking for a property (the Prospective Buyer setting is selected in the Properties tab of their contact record). The Business History section includes all Closed, Canceled, Expired, and Withdrawn listings.

Note  The Active Listings and Buyers and Prospective Buyers lists are also available on your Dashboard for quick reference.

If I want to remove a listing, should I delete it or change its status to Canceled or Withdrawn? If you created a listing in error, or were experimenting with the system and created test data, you can delete a listing from the Active Listings and Buyers list. Deleted listings are sent to the Recycle Bin, where they can be later restored if necessary. If a listing is real and you want to properly track and build a history, you should change its status instead.