1. Log in to your CRM
2. Click on the lead on your home page
3. You will be in a new screen with information about the lead
4. Scroll down to “Lead Details”
5. Click on “Email campaigns” under the tab of Lead details
6. Choose the type of email campaign from the drop down menu
7. Click on “Add Lead to Campaign”
8. Your lead is now added to the email campaign
9. Remember that you need to customize the listings you want to send in accordance to the information gathered through SiteStats of that lead.
10. After adding the lead to the campaign, click on the orange button "Change Listing Search"
11. When you click on the button, you will be in new screen where you can make changes to the type of listings sent to your lead.
In this screen you can modify and choose cities, districts, communities, price range, no. of rooms, size etc.
NOTE: Only those who are members of TREB will be able to use the Districts/Communities Function.
12. After making all the desired changes, click on "Save & Email" and then click on "Close"
13. Your prospect has been set up with listings of their interest.