Prospective Listings Report
Overview:
In this article, we'll cover how to locate and use the Prospective Listings Report. This report is only available when the Prospective Listing status function is enabled.
What is a Prospective Listing?
- A listing an agent has not yet secured a listing agreement as selling agent yet wants to be able to enter into system for Listing presentation/Marketing Management. The agent can then proceed to indicate if they won the listing or not and convert to Draft status if needed to begin listing process.
Permission Level: Admin
Report Details:
- Provides details of the win/lose status of all prospective listings
- Does not display current prospective listings
- Active Prospective listings can be found under listings tab (if feature enabled)
- Ability to filter by office
- Includes reason for agent to provide reason for win or loss of
Navigation:
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