Match Suitable Properties


 

There are two ways you can match suitable Properties and email them to a Contact in Agentbox:

 

 

 

Contact Card


 

1. Search for your Contact open their Contact Card

 

NewItem1731

 

2. Click the Match Properties to this Contact action icon NewItem1741

 

3. A list of properties that match the contact's requirements will open in the right panel

 


 

4. NewItem1764 You can click to Preview the Property Alert email that will be sent to them that night containing their matched properties (if any) that have had a price change, status change or new listings matching their requirement. If the template does not load, the contact is not scheduled to receive any alerts that day
 

5. NewItem1766  Click the E-Newsletter Action Icon to send an E-Newsletter containing all the matched listings to the contact

 

Fast Finds Results Panel


 

1. Click Contacts from the Main Menu

 

NewItem1768

 

2. Search for your Contact on the Fast Find Left Panel

 

3. Click the Match properties NewItem1770 action icon from the Fast Find Results Panel


NewItem1769


4. A List of properties that match the contact's requirements will open in a panel in the right panel.