In order to send a specific listing to a client, or pick a few from a search you wish to create, use the Pick Listings to Send Now option.
- Log in to your CRM
- Open the lead in question
- Click on Pick listings to send now, which is the open envelope icon located below the lead’s email address and that will open the Listing Email Criteria pop-up
- Set a search by using any of the filter criteria (and you can also select a specific MLS) and click on Apply Filter
- Click on the listings you wish to select (You can choose up to 50 listings)
- Scroll down to the bottom of the Listing Email Criteria pop-up and click on Send Listing Email