Create New Snapshot

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The Create New Snapshot feature allows you to quickly enter a new lead into your Market Snapshot Database and create a new Market Snapshot for them, all in one easy step. This feature is intended to be used for a lead that was not captured through Market Snapshot inquiry forms, or does not already exist in your database.

Tip: To create a new Market Snapshot for a lead that is already in your database, you can use Create Contact Snapshot instead.

Unique leads are identified by their email address. If you use Create New Snapshot for someone that is already in your database and enter the same email address, a new snapshot will be created for them and associated with their existing record.

Creating a New Snapshot Report

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To access the Create a Market Snapshot Report form, click the Create New Snapshot button on the dashboard, or go to the Market Snapshot menu and click Create New Snapshot.

create-snapshot-form

Enter the lead information in the fields provided. Required information is denoted by a red asterisk * . If you belong to more than one MLS, the MLS drop-down allows you to choose which MLS to use for this Snapshot.

You can also select the Listing Alerts you want automatically sent when a new listing comes on the market, there’s a price change, or a listing is sold. Enter multiple zip codes (up to a maximum of 10) for the areas your contact is interested in. You also have the option to compile all the listing alerts for the day into one email or have an individual email sent each time a new listing alert arrives.

When you’ve entered the information, click Generate to add the lead to your database and generate their Market Snapshot.

Advanced Search

If the default fields are not specific enough, the Advanced button (at the bottom of the form) will give you access to an advanced search of your MLS. This allows you to refine your search criteria to include MLS data that more closely matches the subject property.

advanced-snapshot

Note that only the search options made available by your MLS will be accessible in the Advanced Search section. Hover your cursor over a field for a tooltip with more information on how to use that option.

Login to create a snapshot.


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