Managing Prospects

1. Select the Contacts tab at the top of any TMLS page. Then click Add Prospect.
2. You can choose to add client information from Contacts, or enter new text directly. To use information from Contacts: select the For Existing Contact button . Then, select the contact from the drop-down list.

   To add new client information: select the For Client button . Then, enter the client name in the text box: enter last name, followed by a comma, then first name.

3. At Enter a unique Prospect Name, enter the prospect's name. The prospect name can contain alphabetic and numeric characters, as well as spaces. No punctuation, dashes, underscores or other characters are permitted. Each prospect requires a unique name. The prospect name is referenced in email to the client.
4. Click to check the recipients to whom you wish to send email notification of prospect matches (you must specify at least one choice):
   
   At Email Me, TMLS automatically selects you to receive email. If you do not want to receive email alerts, clear this check box. Note: if you entered a preferred email address at Customize My TMLS, prospect matches are sent to your preferred address.
   
   At Email Client, select the check box if you want to send email to the client. TMLS pre-fills the email address if one is specified in Contacts. If you are adding new client information or an email address is not in Contacts, enter it in the box provided.
   
   At Email Other(s), select the check box if you want to send email to others. TMLS pre-fills the secondary email address for the client if one is specified in Contacts. You can also enter other address(es) in the box provided. For multiple addresses, separate each with a comma and do not include spaces.
5. Check the box to Include a second Salesperson from your office along with your name in the Prospect email. Select the Salesperson name from the drop-down list.
6. At Enter an Expiration Date, enter an expiration date, maximum 90 days, or accept the default; then click Continue.
7. At the opening Search page, select a Search Type and Class (if using Flex Search you can select more than one class). Click Continue.
8. Select an Area, one or more Municipalities, and optionally one or more Communities, if available. NOTE: The system combines Communities for two Municipalities.
9. Enter remaining criteria or use a saved search. (See Quick Searches or Flex Searches.)
10. After entering and verifying your search criteria, click Save Prospect to save the prospect.
11. At the confirmation prompt, click OK if you want to search for matching listings at this time. If you do not want to search, click Cancel (your prospect is still saved).

1. Select the Contacts tab at the top of any TMLS page. Then click Edit or Delete Prospect.
2. At Prospect to Edit/Delete, select the prospect from the list displayed.
3. Click Continue. TMLS displays the prospect profile.
4. At the Edit Prospect page, make revisions as required.
5. If you do not want to make changes to the search criteria, click Save Prospect and skip steps 6-8 below.
   
   If you do want to make revisions to the search criteria, click Continue, and complete steps 6-8 below.
6. To edit search criteria see Quick Searches or Flex Searches.
7. Click Save Prospect.
8. At the confirmation prompt, click OK to search for matching listings now. If you do not want to search, click Cancel (your prospect is still saved).

NOTES:

• Click Cancel at any Prospect edit page to cancel your changes.
• You may extend expired prospects within 10 days of expiration.
• If you search listings you can email any or all the listing reports to your client directly from the search results list (see Emailing Listings). TMLS pre-fills the email form using the information from Prospect. You can also print the search results list, view listings, and more. (See About the Search Results List.)

1. To suspend a prospect: Select the Contacts tab at the top of any TMLS page. Then click Edit or Delete Prospect.
2. At Prospect to Edit/Delete, select the prospect you want to suspend.
3. Click Continue. TMLS displays the prospect profile.
4. At Check to Suspend Prospect, select the check box.
5. Click Save Prospect.

Note: to resume the prospect, repeat instructions above, clearing the check box.

NOTE: Prospects expire at the expiration date (no more than 90 days) you assign. If you don’t extend the Prospect Match within ten days of expiration, the system deletes the Prospect record.

1. Select the Contacts tab at the top of any TMLS page. Then click Edit or Delete Prospect.
2. At Prospect to Edit/Delete, select the prospect from the list displayed.
3. Click Continue. TMLS displays the prospect profile.
4. At the Edit Prospect page, at Enter an Expiration Date, enter a new expiration date.
5. Make additional changes, if required.
6. If you do not want to make changes to the search criteria, click Save Prospect and skip steps 7-9 below.
   
   If you do want to make revisions to the search criteria, click Continue, and complete steps 7-9 below.
7. To edit search criteria see Quick Searches or Flex Searches.
8. Click Save Prospect.
9. At the confirmation prompt, click OK to search for matching listings now. If you do not want to search, click Cancel (your prospect is still saved).

1. Select the Contacts tab at the top of any TMLS page. Then click Edit or Delete Prospect.
2. At Prospect to Edit/Delete select the name of the prospect you want to delete.
3. Click Continue.
4. At the Edit Prospect page, click Delete Prospect.
5. At the confirmation prompt, click OK to confirm the deletion, or Cancel to return to the Edit Prospect page.