How do I send a message to a specific Group

From PropertyMinder WIKI

Revision as of 05:07, 20 June 2011 by Anastasia (Talk | contribs)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search
  1. Log in to your Toolkit and go to lient Relationship Management.
  2. Click Contact List link and find the contact to email, click Send Message link in Actions menu on the right side.
  3. If you want to email to a group, from CRM page chose the group and click Send Message.
  4. You will then have the option to select an existing Message from the Message Library or you can select Create new message manually.
    Create new mes manual.gif
  5. If you choose a preexisting message from the Message Library, you will be taken to the Library. You will then be able to select which message is most appropriate.
    Message lib.gif
  6. If you manually create your message, you will have a blank template.
    New message.gif
  7. You can select Choose/Change the Design Template to add a nice template for your message.
    Crm follow-up campaing.jpg

Please be sure to Preview your message before you send it to your Group

You also have separate option to send MLS listings to your clients. Please check our Listings by Email feature.

Personal tools
Office Solution
Training Videos
SOLUTIONS