Working with Prospects

Adding a Prospect Adding an Activity to a Prospect Editing a Prospect Managing your Prospect List Searching for Prospects Inter Office Activity Visibility Job Aid

iProspect Reports

iProspect Attraction Tool How to use the Attraction Tool - RFG How to use the Attraction Tool - RBG iProspect Detail Report iProspect Summary Report

Access Roles and Delegates

Assigning iProspect Access in dash Assigning a Delegate in iProspect Working as a Delegate

Tools and Resources

Email Templates iProspect Co-Op Data Tool iProspect Filter Overhaul - View My Agents Job Aid iProspect Filter Overhaul - View All Prospects Job Aid

Working with Agents

View My Agents

Miscellaneous

Integration with the Alignmark (ARMS) CRM - BHGRE-ERA ONLY