All Collections
Contacts
How do I send a listing to a prospect or set up an alert search for sending?
How do I send a listing to a prospect or set up an alert search for sending?
David Tsang avatar
Written by David Tsang
Updated over a week ago

First, you pull up the contact and go to the Update Status box underneath their contact information.

This is where you can send an individual listing or a group of them that match criteria of interest to your prospect.  

Clicking on the +Select Listing takes you to this next screen to set up the search.

At this screen, set the criteria for the listing(s) you want for this prospect, price range, bedrooms, baths, and many other criteria are available to you in this screen by scrolling down.  Then click on the Search button.

This pops you back to the contact’s Update Status area with the email populated with the listings results from the search.  Then send it or choose one of the automated alert options.

To view all of the listings you’ve sent this contact in the past, you can do so with the Notes tab.

Did this answer your question?