Skip to main content

PROSPECTS

🔍 Prospects feature overview

Dan Smith avatar
Written by Dan Smith
Updated this week

🧠 TL;DR (Too Long; Didn’t Read)

Kick off marketing with tracked demand (Office) and brand lists (Retail) straight into your interest schedule.


🔍 Understanding Prospects

What is a “Prospect” in the interest schedule?

A Prospect is a target tenant added to your interest schedule proactively. It’s a way to track and nurture potential tenants from day one—helping agents stay ahead of demand and generate future opportunities.

Why should I add Prospects without an active requirement?

Because relationship-building begins early. Adding Prospects allows you to:

  • Track tenant engagement even before they are ready to transact

  • Build a demand pipeline

  • Ensure your effort is visible and valuable to landlords


🧰 Using the Prospect Features

How do I add a Prospect to the interest schedule?

You can easily add a Prospect in seconds by:

  1. Selecting your interest schedule

  2. Clicking “Add Prospect”

  3. Inputting basic tenant details (no requirement necessary)

This allows you to kick off marketing with tracked demand (for Offices) and brand alignment (for Retail) right away.


What is the ‘Prospect’ status?

This is a new, dedicated status that allows seamless tracking of target tenants. It clearly differentiates them from active interests, while still keeping them in your workflow.

Can I link requirements to Prospects later?

Yes. When a Prospect develops an active requirement, you can link it directly—ensuring continuity and preserving the engagement history.


đŸ€ Collaboration and Visibility

Can landlords and joint agents see Prospects?

Absolutely. Landlords and joint agents can collaborate transparently on Prospects, just like with any other interest. Everyone stays aligned, and progress is clearly visible.

How does this help with landlord reporting?

Prospect activity is now reportable. You can show landlords clear progress on early-stage interest and engagement—even before a formal requirement exists. This boosts transparency and builds trust.


🚀 Business Impact

What are the benefits of using Prospects?

  • Faster decisions: Engage tenants earlier and move quickly when needs arise.

  • Visibility: Agents’ early engagement efforts are no longer lost or hidden.

  • Competitive advantage: Get ahead by proactively managing demand.

Get ahead of the game with prospects. Add named demand and target tenants to your interest schedule. Begin your Landlord reporting from the outset of your instruction, before the property is listed on the market, putting you on the front foot to develop and nurture early stage interest. Report on pre-lets and track prospects proactively. You can always link a requirement later. Turn prospects into opportunities, and keep everyone in the loop.

What problems does this solve?

  • Eliminates scattered spreadsheets and offline lists

  • Creates a single source of truth for prospects

  • Makes early prospecting visible, measurable, and valued


💡 Best Practices

What’s the best way to build my Prospect list?

  • Start by identifying potential tenants in advance

  • Reach out and nurture even if they aren’t actively searching

  • Regularly update status and link new requirements when they arise

Did this answer your question?