Pick Listings to Send Now - How to send a specific listing to a client

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.

1. Log in to your CRM
2. Open the lead in question
3. 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
4. Set a search by using any of the filter criteria (and you can also select a specific MLS) and click on Apply Filter
5. Click on the listings you wish to select (You can choose up to 50 listings)
6. Scroll down to the bottom of the Listing Email Criteria pop-up and click on Send Listing Email