How To Edit / Revise the V2 Polygon

You now have the ability to use the V2 of the buyer campaign.  This will allow you to use more filter options for the listing search.  

STEP BY STEP INSTRUCTIONS:

Login to your CRM.

STEP BY STEP INSTRUCTIONS:

From the My Leads screen, select the contact that you would like to revise the polygon for.

 

Once in the Lead's file, click on Email campaign

TIP: In order to send the proper listings to a lead, please have a look at their activity tab if they registered for your site. For more information on the Activity Tab click here.

Click on V2

Click on Map Radius/Polygon

You cannot make changes to the current polygon.  So you will have to create a new polygon for the area that you would like the system to search within.

Click on the Polygon button.  Now enter in a location (above the add button) to zero in on the area you would like to create the search within.

NOTE: You should see the previously created polygon on the screen, if the new location is close to the old polygon location.  The old polygon shows up in RED

After you have selected your area, click on Add.

You will now see two polygon filters in the black filter bar.  

Click on the X on the first polygon filter to delete it. And then click on Save & Email All or Save & Email New.

 

NOTE: Save & Email All = this will save the criteria and send all the current listings found (new and old).  It will continue to send daily listings out to the lead provided that their are new listings to the market that match their criteria.

Save & Email Only New Listings = this will save the criteria and will NOT send out the current listings found.  It will continue to send daily listings out to the lead provided that their are new listings to the market that match their criteria.

This screen will close and you will now be taken back to the buyer campaign screen.  You're All Done!

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