Applicants within Alto can be marked as Hot. Hot applicants are applicants who know what they want and where, how much they want to spend, and who are in a position to move quickly. 

This article includes: 

Making an applicant hot

  1.  Click Contacts on the main toolbar
  2. Select the relevant contact from Recent & Favourite Contacts
    1. Alternatively, find the contact using the Search Contacts bar in the top right
  3. Click Contact on the side menu
  4. Click the Position top tab
  5. In the Rating dropdown menu, click Hot

Using the Hot Applicants widget

  1. Click the Home screen tab on the main toolbar
  2. Click Main Dashboard on the Home screen side menu
  3. Scroll down to the Hot Applicants widget. It displays as per your main dashboard settings, i.e. your Branch and Negotiator filter under the main toolbar
  4. Click the name of the hot applicant (the contact) that you wish to view 
  5. Their contact details display on the right. Click Add File Note
  6. Enter any Notes
  7. Tick the box to Update Last Contacted Date (if applicable)
  8. Click Save

Related articles: 

Creating a group of contacts

Creating a group - consent features

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