How do I Set up a Seller Report for a Lead [Website Builder] Follow
Path: Leads > My Leads > Search for the lead > Edit the lead > Add a property
Once logged into the Propertybase Platform:
1. Go to the Leads Tab and Click on My Leads
2. Click on the Leads name you want to set up a seller report for and click the Edit Button
3. Scroll Down to Properties Owned and Add a Property
4. When you have opened the Properties Owned field add the MLS ID of the property and set the desired search frequency
5. Click Update to finish.
If you wish to add multiple users (Leads or Contacts) to a Seller Report, see this help document.
Emails are sent in the morning (around 5am EST)
Daily emails are delivered every day.
Weekly are sent on Monday.
Monthly are sent on the 1st of the month.
Quarterly are sent 1/1, 4/1, 7/1, 10/1
Emails are not sent immediately on subscribing. The first email the customer will receive will be the next instance of their frequency.
The listing report can display stats from Zillow. This requires additional configuration with Zillow.
When logged in leads in your Homespotter app view properties, that information is tracked in the lead detail page as a property view, but does not show up in this listing report.
Please contact your CSM or firstname.lastname@example.org if you have additional questions.