My Hot Applicants

Applicants in Alto can be marked as Hot when they are ready to move quickly and have a clear idea of what they are looking for. Hot applicants usually know the type of property they want, where they want to buy or rent, how much they want to spend, and are in a position to proceed without delay.

Marking an applicant as Hot helps estate agents and property negotiators prioritise the right contacts, focus follow-up activity, and keep the most active applicants visible in the Hot Applicants widget on the Dashboard.

Making an applicant hot

To mark an applicant as Hot in Alto:

1.  Click Contacts on the main navigation bar
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

Once an applicant is marked as Hot, you can manage them from the Hot Applicants widget on your Dashboard. This is useful for quickly reviewing active applicants, adding notes, and keeping your follow-ups up to date.

1. Click the Alto Logo (Home tab) on the main navigation bar
2. Click Dashboard on the Home screen side menu
3. Scroll down to the Hot Applicants widget. It displays as per your Dashboard settings, i.e. your Branch and Negotiator filter under the main navigation bar
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 Help Centre articles that you may find useful.

  Creating a group of contacts

  Creating a group - Marketing Preferences

  Sending an email to a group of contacts