Prospect Scoring

Description

The Prospect Scoring category provides real estate agents and sales teams with a structured tool for qualifying prospective buyers and investors. With predefined system fields—such as the financing confirmation and an automatic calculation formula (prospect score) — you can see at a glance how likely a prospective buyer is to make a purchase and what their creditworthiness or qualification level is.

Requirements

To use the category and its fields, the following conditions must be met:

1. Administrator Rights: Administrator privileges are required to enable the category once in the field editor.
2. Appropriate contact type: This category uses an automatic visibility filter. It is visible in the contact only if at least one of the following values is selected for Contact Type :

• • Prospect Purchase
  • Investor

Enable Category

Since the Prospect Scoring category is set to inactive by default in the system, an administrator must enable it once.

1. Navigate to Extras → Settings → Administration.
2. Open the Settings tab.
3. Select the Contact Management module.
4. In the “Tabs” column, select “Basic Data” and click the edit icon.
5. Search for the “Prospect Scoring” category.
6. Set the category status to Active (check the box).
7. Save the settings in the upper-left corner by clicking Save .

Step-by-step instructions: Using Prospect Scoring in the Contact Database

1. Open an existing contact.
2. Make sure that, in the contact record under the Administration category, on the Basic Data tab, the contact type is set to Prospective Buyer or Investor .
3. In the Prospect Scoring  category, which is now visible, you can enter qualifying data such as the financing confirmation .
4. The Prospect Score (Score) is calculated automatically based on the defined formulas and provides you with a direct assessment of the prospect’s quality.

Tips & FAQs

Why isn’t the category visible in my contacts right away after the update?

By default, the system imports the category as inactive to prevent existing input forms from being modified without your consent. An administrator must enable the category once in the field editor.

Why can’t I see the category for a specific contact even though it’s been activated?

Check the contact type for the respective contact record. The category is configured via a fixed system filter so that it is displayed only in contact settings where the contact type is “Prospective Buyer” or “Investor.”

Can the prospect score be changed manually?

No, the Prospect Score is a formula-based system field. The value is calculated automatically based on the information maintained in the contact record.

What happens if you have already set up prospect scoring on a custom basis?

If custom fields for prospect scoring had already been created in your client instance, they were automatically converted to protected system fields during the update. All data will be fully preserved in the process.