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Market Updates

What Are Market Updates?

Market Updates help keep your leads informed about current real estate market trends and activity in their area.

These updates are automatically sent to assigned leads and provide valuable market information, helping agents stay connected with their audience through regular communication.

Access Market Updates

  1. From the left-hand menu, click Automation.

  2. Select Market Updates.

The Market Updates page will be displayed.

Note: Market Updates can also be viewed using the View button available on the Market Updates page.

View Market Updates

  1. Navigate to Automation → Market Updates.

  2. Locate the desired Market Update.

  3. Click View.

The Market Update details and content will be displayed.

Market Update Details

Each Market Update displays information such as:

  • Next Email Date

  • Assigned Tags

  • Assigned Stages

These details help identify when the next update will be sent and which leads are associated with the Market Update.

Assign a Market Update

Market Updates can be assigned through the Market Updates page or directly from a lead profile.

Assign from the Market Updates Page

  1. Navigate to Automation → Market Updates.

  2. Select the desired Market Update.

  3. Click Assign.

You can assign the Market Update using any of the following options:

Assign to Leads

  1. Click Leads.

  2. Select one or more leads.

  3. Click Apply.

Assign to Tags

  1. Click Tags.

  2. Select one or more tags.

  3. Click Apply.

The Market Update will be assigned to all leads associated with the selected tags.

Assign to Stages

  1. Click Stages.

  2. Select one or more stages.

  3. Click Apply.

The Market Update will be assigned to all leads associated with the selected stages.

Assign to Sources

  1. Click Sources.

  2. Select one or more sources.

  3. Click Apply.

The Market Update will be assigned to all leads associated with the selected sources.

Assign from a Lead Profile

  1. Navigate to CRM.

  2. Open the desired lead profile.

  3. Locate the Market Updates section.

  4. Click Add.

  5. Select the desired Market Update.

  6. Save the changes.

The Market Update will be assigned successfully.

Market Update Execution

Market Updates are processed automatically at 7:30 AM.

Important Notes

  • Market Updates are currently scheduled to run monthly on the 10th of each month.

  • Assigned leads will receive the Market Update automatically according to the configured schedule.

You have successfully learned how to manage Market Updates in AgentRoof CRM.

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