Working to grow your portfolio through prospecting? When you are hitting a ton of new opportunities it can get a little overwhelming in how you manage that list in Salesforce. Well here is a guide for how you can easily manage your list of properties in your Salesforce account.
How To Add A Prospecting Property.
- Click Create New Property
- Fill out the required fields
- Most Important, set the property status as “Prospecting”
How to See Your Prospecting Properties
- Go to the properties tab in Salesforce
- Select the dropdown called “Prospecting Accounts”
How We Manage Prospecting Properties in the System
- Each week we scrub through all prospecting properties in the system
- If a prospecting property has a Resident Connection or a Sales we move that property status to Active
- If a prospecting has 0 Rendezvous, Residenct Connections, or Sales for 60 days we move that property to Archive.
How to Have a Prospecting Property Removed
- Send Cadence an email or DM in Google Chat which property you need removed and he will take care of it within 24 hours.