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Create Prospecting Lists

Updated over 2 weeks ago

Once you’ve built your prospect universe, the next step is organizing those properties and owners into prospecting lists. Prospecting lists help you group targets together so you can work them systematically—whether that’s calling through a territory, tracking a set of owners, or focusing on a specific asset type. Organized lists make outreach more focused and easier to track over time.

In Rethink, prospecting lists are commonly created using GEOsearch or List Views.

Create Lists with GEOsearch

GEOsearch allows you to visualize your records on a map and filter them by geography or property attributes. This is useful when you want to work a specific territory, submarket, or property cluster. GEOsearch provides a map-based view that helps users search and visualize records geographically.

How it works:

  1. Open the GEOsearch tab

  2. Apply filters such as location, property type, or ownership criteria

  3. Review the properties that appear on the map

  4. Select the records you want to work

  5. Click the [+] to save those records to a list

Best for:

  • Targeting a specific neighborhood or market

  • Identifying clusters of properties

  • Working geographic territories

Create Lists with List Views

List Views allow you to filter records already saved in your CRM and organize them into a working list.

How it works:

  1. Open the Properties, Contacts, or Prospects tab

  2. Create or select a List View

  3. Apply filters (market, property type, owner, etc.)

  4. Select the resulting records

  5. Select Add to List from the menu

Best for:

  • Organizing existing CRM data

  • Building lists by ownership type or asset class

  • Quickly returning to the same target group later

Once your lists are built, you can move to the next step: launching outreach and logging activity against those targets.

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