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Neighborhood Alert

What is Neighbourhood Alert?

The Neighbourhood Alert feature allows you to send sold listing alerts to your leads based on specific criteria such as City, Property Type, Price Range, Bedrooms, Bathrooms, and more.

You can configure the alert frequency and assign alerts to Tags, Stages, Sources, or individual leads. Once configured, email notifications are automatically sent whenever a property matching the selected criteria is sold, helping your leads stay informed about activity in their neighbourhood.

How to Create a New Neighbourhood Alert

Navigate to the Neighbourhood Alert Page

  1. Navigate to the Alerts page from the menu bar.

  2. Click Neighbourhood Alert.

  3. Click the + icon in the Neighbourhood Alerts row.

Complete the Required Fields

  1. Enter the name of the alert.

  2. Select the area.

  3. Select the property category.

  4. Select the building type.

  5. Select the building style.

  6. Select the property status.

  7. Select the basement option.

  8. Select the garage space requirement.

  9. Select the square footage range.

  10. Select the sold period (in months).

  11. Select the alert frequency.

  12. Enter the number of properties to send. A maximum of 10 properties can be included in a single alert.

  13. Enter the number of bedrooms.

  14. Enter the number of bathrooms.

  15. Specify the price range between $0 and $5,000,000.

  16. Click Create Alert.

The new neighbourhood alert will be created successfully.

How to Edit a Neighbourhood Alert

  1. Locate the alert you want to modify.

  2. Click Edit under the Actions column.

  3. Update the required criteria.

  4. Click Update Alert.

The changes will be saved successfully.

Remove a Listing Alert from a Lead Profile

  1. Navigate to CRM.

  2. Open the desired lead profile.

  3. Locate the Neighbourhood alert section.

  4. Find the alert you want to remove.

  5. Click Delete.

  6. Confirm the removal if prompted.

The neighbourhood alert will be removed successfully from the lead.

How to Delete a Neighbourhood Alert

  1. Select the checkbox next to the alert you want to delete.

  2. Click the Delete icon from the Neighbourhood Alerts row.

  3. Review the confirmation message.

  4. Click Confirm to proceed.

Note: Neighbourhood Alerts that are currently assigned to active leads cannot be deleted.

The selected alert will be deleted successfully.

How to Assign a Neighbourhood Alert to Tags, Stages, Sources, and Leads

From the Neighbourhood Alert Page

  1. Select the checkbox next to the alert you want to assign.

Assigning to Leads

  1. Hover over the Lead icon.

  2. Click Assign to Lead.

  3. In the pop-up window, search for and select the desired leads.

  4. Click Assign.

You can assign the alert to multiple leads.

Assigning to Tags

  1. Hover over the Tag icon.

  2. Click Assign to Tag.

  3. Select one or more tags.

  4. Click Assign.

Assigning to Stages

  1. Hover over the Stage icon.

  2. Click Assign to Stage.

  3. Select one or more stages.

  4. Click Assign.

Assigning to Sources

  1. Hover over the Source icon.

  2. Click Assign to Source.

  3. Select one or more sources.

  4. Click Assign.

Note: If the required tag, stage, or source is not available in the list, you can create a new one directly from the assignment window before completing the assignment.

The selected neighbourhood alert will be assigned successfully.

From the CRM Page

  1. Navigate to the CRM page.

  2. Select the checkbox next to the desired lead.

  3. Click the Neighbourhood Alert option from the action bar.

  4. Select the neighbourhood alert you want to assign.

  5. Click Assign.

The neighbourhood alert will be assigned to the selected lead.

From the Lead Profile Page

  1. Open the desired lead profile.

  2. Click the Profile section.

  3. Scroll down to the Neighbourhood Alert section.

  4. Click the + icon.

  5. Select the neighbourhood alert you want to assign.

  6. Confirm the selection.

The selected neighbourhood alert will be assigned to the lead.

How and When Are Neighbourhood Alerts Executed?

Neighbourhood Alerts are processed according to the configured alert frequency.

Alert emails are generated and delivered between 9:00 AM and 10:00 AM on the scheduled execution date.

Note: If a lead does not open up to 10 consecutive neighbourhood alert emails, the CRM will stop sending further neighbourhood alerts to that lead. This helps maintain email deliverability and reduces the likelihood of messages being marked as spam.

You have successfully learned how to manage Neighbourhood Alerts in AgentRoof CRM.

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