Send Market Snapshot® reports to your clients to keep them in the loop on what’s going on in the market. You’ll provide hard-to-find info on the real estate market, including new listing and sold data. First, log in to Top Producer® X CRM.
Click the Compose button and select Send Snapshot , or click the Send Snapshot button in the Snapshots dashboard or the Snapshot Reports tab of a contact record.
- Enter Contact details, Address, Buyer preferences, and choose the Snapshot settings.
Optional: For more detailed options (i.e. Half Bathrooms), click Advanced.
- Click Send Market Snapshot.
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