# Save and manage prospects

> Save properties from a search or add your own by hand, track each one with a status and priority, edit the details, and send a prospect to the Deal Analyzer.

A prospect is a property you want to look at more closely but have not analyzed yet. **My Prospects** is the list where you keep them, mark how far along each one is, and open the ones that are ready in the Deal Analyzer.

## Save a property from a search

1. **Search for a property**

   In the sidebar, select **Deal Search**. On the **Search Properties** tab, search a city or address. See [Search for properties](https://docs.reinvestorhub.ai/guides/find-and-evaluate-a-property/search-for-properties/) if you have not done this yet.

2. **Add it to your prospects**

   In the results table, select **Add** on the property's row. You can also select a property to open its details, then select **Add to Prospects**.

> **What you should see:** a "Property added to prospects!" message, and the page switches to the **My Prospects** tab. The button on that property now reads **Added** (or **Already Added to Prospects** in the details window), and the number in the tab name goes up by one.

A property saved this way starts with the status **New** and the priority **Medium**.

> **Note:** If the property is already on your list, you see "This property is already in your prospects" instead of a second copy.

## Add a property by hand

Use this for a property you found somewhere else, such as a drive-by, a mailer or a referral.

1. **Open the form**

   On the **Search Properties** or **My Prospects** tab, select **+ add manually**. The **Add Property Manually** window opens.

2. **Enter the property**

   Fill in **Property Address**, **City**, **State** (two letters, such as TX) and **Property Type**. These four are required. **ZIP** is optional.

3. **Add what you know**

   Optionally enter **List Price**, **Estimated Value**, **Bedrooms**, **Bathrooms**, **Square Feet** and **Owner Name (if known)**. Anything you leave blank stays blank.

4. **Choose a lead source**

   Under **Lead Source**, choose where you found it: **Driving for Dollars**, **Direct Mail**, **MLS**, **Referral**, **Cold Call**, **Wholesaler** or **Other**.

5. **Set a priority and add notes**

   Choose a **Priority**: **Low**, **Medium**, **High** or **Urgent**. Add anything worth remembering under **Quick Notes**.

6. **Save**

   Select **Save to Prospects**.

![The Add Property Manually window with Property Address, City, State, ZIP, Property Type, List Price, Estimated Value, Bedrooms, Bathrooms, Square Feet, Owner Name, Lead Source and Priority fields](https://docs.reinvestorhub.ai/images/find-and-evaluate-a-property/add-property-manually.png)

*The Add Property Manually window. Fields marked with an asterisk are required.*

Property types you can choose are Single Family, Duplex, Triplex, Fourplex, Condo, Townhouse, Multifamily (5+ units), Land and Commercial.

> **What you should see:** the new prospect appears on **My Prospects** with the status **New**.

Select a prospect's address to see the property on the map.

## Track a prospect with status and priority

A status tells you how far along a prospect is. A priority tells you how much attention it deserves.

| Status | Use it when |
|---|---|
| **New** | You just saved it and have not looked into it. |
| **Researching** | You are looking up the owner, the area or the numbers. |
| **Contacted** | You have reached out to the owner or the seller. |
| **Ready to Analyze** | You have what you need to run the numbers. |
| **Passed** | You decided not to pursue it. |

> **Passed prospects are hidden, not deleted:** When you set a prospect to **Passed**, it leaves the default **All Status** list. To see it again, set the **Status** filter to **Passed**. In its three-dot menu, **Restore** sets it back to **New**.

## Edit a prospect

1. **Open the prospect**

   On the prospect's card or table row, select the three-dot menu, then **View Details**. You can also select **Edit** straight from that menu.

2. **Switch to the Edit tab**

   The window has two tabs, **Details** and **Edit**. Select **Edit**.

3. **Change what you need**

   You can change **Status**, **Priority**, **Owner Name**, **Owner Contact** (a phone number or email), **List Price**, **Estimated Value**, **Lead Source** and **Notes**.

4. **Save**

   Select **Save Changes**. Select **Cancel** to discard your edits.

> **What you should see:** a "Prospect updated successfully" message, and the new status and priority on the prospect's card.

The address, city and state cannot be edited. If you entered them wrong, delete the prospect and add it again.

On the **Edit** tab, **Lead Source** is a free-text box. Type any source you like, such as "Referral", "Cold Call" or "Website".

## Send a prospect to the Deal Analyzer

When a prospect is ready, select **Analyze Deal** on its card, in its three-dot menu, or at the bottom of its details window.

> **What you should see:** the Deal Analyzer opens with the property's address, type, bedrooms, bathrooms and other saved details already filled in, so you do not retype them.

## Delete a prospect

In the prospect's three-dot menu, select **Delete**, then confirm with **Delete Prospect**.

> **Warning:** Deleting a prospect is permanent. The confirmation reads "This will permanently delete this prospect from your list. This action cannot be undone."

## If something goes wrong

- **The Add button is greyed out.** That property is already on your prospects list.
- **A prospect is missing.** Check that no **Status**, **Priority** or search filter is set, and that you did not mark it **Passed**. If you did, set the **Status** filter to **Passed** and choose **Restore** from its menu.
- **Save Changes shows an error.** The message names the field that needs fixing. Correct it and save again.

## Next step

  - [Run the numbers](https://docs.reinvestorhub.ai/guides/find-and-evaluate-a-property/run-the-numbers/): Analyze a prospect in the Deal Analyzer.
  - [Set up Market Watch](https://docs.reinvestorhub.ai/guides/find-and-evaluate-a-property/set-up-market-watch/): Have a market watched for you, and get leads to add here.