CRM: Prospects CRM FAQs
Contacts are automatically synced between Matrix, Prospects CRM, and MLS-Touch. Adding a contact to any one of these products will also add the contact to the other 2 products. View the Getting Started with Prospects CRM tutorial for details on how to start importing contacts from other locations.
Not seeing Contact(s) you added?
1) Your contact may have been added without an email address. Best practice is to add an email address on every contact to ensure they sync between products. If your contact did not provide you an email address, you can add a place-holder email address to their contact such as "name@noemail.com".
2) If you've confirmed your contact has an email address, but still are not seeing them in your contacts, you may just need to log out and log back into the account to refresh your list of contacts.
How do I connect my Prospects CRM to Facebook?
Facebook publishing from Prospects CRM must be connected to a Facebook business page. Users will not be able to connect to a personal Facebook page. Visit Prospects CRM Help Center for additional info.
Why do I only see 20 of my Contacts in Prospects CRM?
By default, Prospects CRM will load "1 - 20 of 20" of your most recent contacts. You can click "All" to view the full list of contacts.
How do I integrate my Googler Calendar, Outlook Calendar, or Office 365 with Prospects CRM?
Users will need to call the number provided to do this. (888) 765-9223
*Fee may apply
Is there an "Uploads" button on Prospects CRM to upload custom flyers/letters/templates to send to Clients?
No uploads feature however, users can copy-paste verbiage from other sources.
Can I upload Aculist PDF Reports to send to Clients?
A "Source" option is available for users familiar with using HTML.
*Any images used need to be "Hosted" somewhere in order to be viewed.
Is Prospects CRM Available for Team Accounts?
The only Teams integration currently offered by Prospects CRM is when using the LISTING option to search for listings to find listings that are part of "My Team".
There have been requests to make more enhancements to the CRM amongst a team.
Why am I unable to access Prospects Mobile?
Prospects Mobile is different from Prospects CRM. Prospects Mobile is a Canada Only Tool.
MLSListings equivalent tool is MLS-Touch, which is available in the United States.
Can I create/add sale stages? Just like with keywords.
Yes, it is possible under the Virtual Assistant setting. You can have up to 8 different sales stages. The one provided by default can be removed and you can add your own.
Is there a way to create labels with the CRM system?
You can create labels using the export in customize CSV feature from the contact menu. Select the information needed on the label. You can use that data sheet to print labels with your favorite app.
For additional support visit:
Prospects CRM Help Center
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