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Technical Requirements
For a trouble-free experience, please ensure that the computer you are using
meets the minimum requirements and that it is correctly configured.
The minimum requirements to run Prospects are listed below.
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Processor
Memory
Browser
Internet
Operating System
Display
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Pentium 4 1.5GHz
512 Megs of RAM
Internet Explorer® 7.0
High-speed Internet access
Windows XP®, Windows 2000® or WindowsVista®
1024 X 768 pixels
Adobe Acrobat® 7.0
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Please note that Prospects uses advanced Internet Explorer® functions and works exclusively with
that browser. Other browsers such as Netscape® and Mozilla® are not supported.
Also, some Prospects windows might be blocked by your pop-up blocker. To prevent this from
happening, you might need to configure your pop-up blocker application.
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How to Log in
You can access your new software through your Real Estate Board’s Intranet. Prospects will be available as
a Centris product. |
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You can log into your new software through the Prospects official website at www.prospects.com. Then click on the Login button located in the upper-right corner of our home page.
Please note that you will have to select your Country and your Real Estate Board the first time you access our login page. |
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Configuring your Software
Your software has been configured to meet the needs of real estate agents. However, some options can be customized to better suit your personal taste. Please take the time to review your software’s configuration to
better serve you and make for a more productive program.
To access the configuration options, you must click on the Configuration menu located in the upper-left corner of
the interface.
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Importing Contacts
You can import your contacts from another software, like Outlook 2000-2007, Outlook Express 6, Top Producer 6i and 7i or any other software.*
*Other software that allows you to export your contacts in a CSV format.
Start by exporting your contacts from your previous contact manager software. When your contacts are
exported, import them in Prospects by choosing Contacts Import under the Utilities menu.
Our support team will be glad to give you a hand if you need any assistance with the importation. |
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PDA Synchronization
Your personal digital assistant (PDA) can be synchronized with your Prospects software.
We support most PDA models (Palm, Windows Mobile, Pocket PC, iPhone and Blackberry).
To synchronize your PDA, you will have to purchase the CompanionLink for Prospects software. Contact
Prospects' technical support team if you wish to learn more about it.
Please note that CompanionLink for Prospects currently retails at $129.99 CAD*.
*Current price is subject to change and does not include applicable taxes.
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Team Ready
Working as a team in Prospects is effortless!
You can share databases with your Prospects teammates. This gives you and your teammates the ability to share contacts, activities, listings and view each other’s calendars in order to work more efficiently and avoid scheduling conflicts.
In addition, you will be able to assign an activity to any team member and vice-versa. You will also be able to view the calendar of other team members by simply selecting their names from the Team box.
If you wish to set-up your team, simply contact Prospects' technical support.
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Listings
The Prospects listings tab gives you access to your MLS® listing database. You can easily manage all the listings you are working on through this section.
You can also perform searches and print or email listings through this tab.
Every listing file includes folders with information such as past and future activities and linked contacts.
1- Search for a Listing
You can search for a listing by Address or MLS number with the help of the search box.
2- View a listing
You can display a preview of the listing with a single click or view the full listing file by double-clicking
directly on the listing file.
3- Send a Listing by E-mail
You can send selected listings by e-mail by clicking on the Send by email button.
4- Print or Email an Activity Report
You can print or Email an activity report for the selected listings by clicking on the Activity Report button.
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Contacts
The Contacts tab allows you to search, add, remove, edit and manage your contacts.
The contact file lets you enter all the information you need about your clients. In addition to recording the
standard contact information, you can save the name of your client’s spouse, their birthday, the name of the
person who referred you to the client, and key words that will make it easier to organize your contacts so you
can quickly find them again.
The contact file also includes folders with information such as past and future activities and the listings
saved in their file.
1- Add a Contact
The Add button allows you to add a contact to your database.
2- Search for a Contact
You can search for a contact by Name, Keyword or Type with the help of the search box.
3- Access the Advanced Search
The square-shaped button allows you to switch to the Advanced Search.
4- View a Contact
You can display a preview of the contact information with a single click or view the full contact file by
double-clicking directly on the contact file.
5- Print Labels or Envelopes
The Labels/Env. button allows you to print labels or envelopes for the selected contacts.
6- Modify Selected Contacts
The Global Edit function allows you to modify several contacts at a time.
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Calendar
The Prospects calendar is linked to your MLS®. It is simple and intuitive and allows you to easily manage your schedule and carry out most of your daily tasks.
Never again will you have to type information on a property or a collaborating agent; one click of the mouse and it is done! In addition, every past or future activity is automatically saved into your contacts and listings files, ensuring a flawless follow-up.
1- Add an Activity
The Add button allows you to schedule activities in your calendar.
2- Calendar Tabs: Day, Week, Month and Year
The different tabs allow you to switch between the daily, weekly, monthly and yearly views of your calendar.
3- Navigate Through Your Calendar
The miniature calendar, on the upper left corner of your screen, allows you to navigate through your
calendar grid.
4- Work As a Team
You can view/manage your team’s schedule with the Team box.
5-Print Your Schedule
The Print button allows you to print the content of your calendar.
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Showings
The Showings tab helps you schedule showings and perform follow-ups with efficiency and ease.
1- Schedule a Showing
The Add button allows you to schedule a new showing in your calendar.
2- Follow-up on Completed Showings
All your completed showings will be listed here. You can note feedback on each showing
and save it in the history folder of the linked listing and contact files.
3- Manage Future Showings
You will find all your scheduled future showings in a list to manage them more efficiently.
4- View a Showing
You can display a preview of the showing’s information with a single click or view the full
showing file by double-clicking directly on the file.
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Available Help
In your software:
The Prospects user guide is available under the Help menu of your software’s interface.
OR
Use the help icons located throughout your software. They open the Prospects manual to the chapter pertaining to the section you are in or the function you are attempting to use.
Online:
You can find the list of Frequently Asked Questions (FAQs) on the Prospects official website at
-> Support.
OR
Our highly trained support team can help you find solutions to all your technical issues or answer any of your questions.
By Email:
You can write to our support team at support@prospects.com.
By Phone:
You can talk to one of our support team specialists from Monday through Friday, 9am to 5pm (PT) at the following numbers: 514-765-9555 or 1-888-765-9221.
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