Prospect Details
Click any prospect to see their full profile.
Tabs
- About - Phone number, email, address, company
- Notes - Add private notes about the prospect
- Appointments - All viewings booked with this prospect
- Logs - Activity history (messages, bookings, calls)
Edit a prospect
Click the pencil icon next to the prospect's name to update their details.
Block or delete
Click the three dots menu to block or delete a prospect. Blocked prospects can't book new viewings.