Prospector: FAQs


 

*Note: the following information is only applicable for offices that have this module activated in their system. If you would like to activate this module, please submit a Change Request through the Help Centre. 

 

Q: We just started using Agentbox and have included Prospector in the initial set-up, why can't I access the module? 

 

A: At least one person in your office will need to complete the training in Agentbox Academy before we can provide access. The purpose is to guide you through the initial set up for the office. Once the online course has been completed, please send an email to the Client Success Team at clientsuccess@agentbox.com.au and a team member will assist. 

 

Q: What steps do I need to follow when setting up Prospector?

 

A: 1: Prospector Initial Office Opt-In

    2: Issue Staff Access for Prospector

    3: Create Core Area

 

Q: Is there a maximum number of properties that can be included in a Core Area?

 

A: Yes. The maximum number is 7500, however we advise Core Areas are kept to a minimum.

 

Q: Can I send an e-newsletter to contacts through Prospector that aren't in my database?

 

A: While Prospector allows us to send e-newsletters to individuals listed within the database, it does not support sending them to contacts outside the database.

 

Q: What does the red writing indicate when performing an In Database Search?

 

A: Any data in red is a live overview of the property attributes according to RP Data - and any data in black is in your database.

 

Q: How do I merge duplicate prospect property records at the same address?

 

A:  Master users can submit this as a request directly to us by using the Client Change Request form found in the Agentbox Help Centre by clicking on the ? located in the lower right-hand corner of the system footer. Alternatively to access the Agentbox Help Centre click on your Name in the top right-hand corner and select Help & Support from the drop-down menu.

 

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