Using the Follow-Up Feature

Why this matters

The Follow-Up feature helps you track and manage properties that require further research or client outreach. Instead of keeping notes elsewhere, you can flag listings directly within PropertyShark and revisit them later - ensuring no lead, client, or opportunity slips through the cracks.

What you’ll do

• Add properties to your Follow-Up list for quick access later
• Manage and organize saved follow-ups by tags, location, or date
• Remove completed or irrelevant properties to keep your pipeline clean

1. Add a Property to Your Follow-Up List

Steps

1. While viewing a Property Report, locate the Follow Up button near the picture of the property.
2. Click Follow Up - the property will instantly be added to your personal Follow-Up list.
3. You’ll see a confirmation message once it’s saved.

2. Access and View Your Follow-Up Properties

Steps

1. In the top navigation bar, click your name or profile icon.
2. From the dropdown, select Follow-Up.
3. You’ll see a list of all properties you’ve flagged.
4. Click any record to open its Property Report.

You can also sort or filter your Follow-Up list by date added or property type to focus on your most relevant leads.

3. Remove or Update Follow-Ups

To stay organized, remove properties you’ve already reviewed or contacted:

• Go to your Follow-Up list.
• Click the trash icon (🗑) or Remove from Follow-Up next to the property.
• The property will immediately disappear from your active list.

You can re-add it later if needed - removal does not delete any Property Report data.

Pro Tips

• Combine the Follow-Up feature with Tags to segment your leads (e.g., “Hot Lead,” “Needs Call,” “Revisit Q1”).
• Use Follow-Up alongside Exports - mark properties first, then export only selected ones for outreach.
• Check your Follow-Up list weekly to maintain momentum on your campaigns.