You can capture property requirements on contacts and find matching listings for your clients
This is a great way to keep track of what your clients are looking for and a nice tool to use to find matching clients for your new listings.
Start by Qualifying your contact by capturing their property requirements.
Find a contact and select the 'qualify' tab.
Here you can add multiple requirements which includes property features, areas and short notes.
A simple click on the 'view listing matches' button, will reveal all current listings that match the client's criteria.
Alternatively, you can View matching clients on new or existing listings
Open a listing go into the 'reports' section
Next, click on Matching Clients
Now Select criteria to filter on"
Optionally exclude certain features, such as number of baths to widen your match,
and click on Run to find all matching clients
The report will clearly
indicate which requirements of the client were met with a green checkmark.