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Neighborhood Alert

What is a 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.

HowCreate toa Neighbourhood Alert

Create a New Neighbourhood Alert
Navigate to the Neighbourhood Alert Page

  1. Navigate to the Alerts pagepage.

    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 neighbourhoodNeighbourhood alertAlert will be created successfully.

How to Edit a Neighbourhood Alert

  1. Locate the alertNeighbourhood Alert you want to modify.

  2. Click Edit under the Actions column.

  3. Update the required criteria.criteria and settings.

  4. Click Update Alert.

The changes will be saved successfully.

Remove a Neighbourhood Alert from a Lead Profile

    Navigate to CRM. Open the desired lead profile. Locate the Neighbourhood Alert section. Find the alert you want to remove. Click Delete. Confirm the removal if prompted.

    The neighbourhood alert will be removed successfully from the lead.

    How to Delete a Neighbourhood Alert from the Neighbourhood Alert Page

    1. Select the checkbox next to the alertNeighbourhood 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.

    The selected Neighbourhood Alert will be deleted successfully.

    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

    Neighbourhood Alerts can be assigned from multiple locations within AgentRoof CRM.

    FromAssign from the Neighbourhood Alert Page

    1. Select the checkbox next to the alertdesired youNeighbourhood wantAlert.

      to assign.
    Assigning

    Assign to Leads

    1. Hover over the Lead icon.

    2. Click Assign to Lead.

    3. In the pop-up window, search

      Search for and select the desired leads.

    4. Click Assign.

    You can assign the alert to multiple leads.

    Assigning

    Assign to Tags

    1. Hover over the Tag icon.

    2. Click Assign to Tag.

    3. Select one or more tags.

    4. Click Assign.

    Assigning

    Assign to Stages

    1. Hover over the Stage icon.

    2. Click Assign to Stage.

    3. Select one or more stages.

    4. Click Assign.

    Assigning

    Assign 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,Tag, stage,Stage, or sourceSource is not available in the list,available, you can create a new one directly from the assignment window before completing the assignment.

    The selected neighbourhoodNeighbourhood alertAlert will be assigned successfully.

    FromAssign 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 neighbourhoodNeighbourhood alertAlert you want to assign.

    5. Click Assign.

    The neighbourhoodselected alertNeighbourhood Alert will be assigned to the selected lead.successfully.

    FromAssign from the Lead Profile Page

    1. Navigate to CRM.

    Open the desired lead profile.record.

    Click the Profile section.tab.

    Scroll down to the Neighbourhood Alert section.

    Click the + icon.

    Select the neighbourhooddesired alertNeighbourhood youAlert.

    want to assign.

    Confirm the selection.

    The selected neighbourhoodNeighbourhood alertAlert will be assigned to the lead.successfully.

    How to Pause or RemoveManage Leads fromAssigned to a Neighbourhood Alert

    View Active Leads Assigned to a Neighbourhood Alert

    1. Locate the desired Neighbourhood Alert.

    2. Click the activeActive leadLead count.Count.

    A pop-up window will displaydisplays all active leads currently assigned to the selected Neighbourhood Alert.

    Pause Active Leads Assigned to a Neighbourhood Alert

    1. Click the activeActive leadLead countCount for the desired Neighbourhood Alert.

    2. Select the checkbox next to the lead or leads you want to pause.

    3. Click Pause.

    4. Review the confirmation message.

    5. Click Confirm.

    The selected leads will beremain pausedassigned successfully.to the Neighbourhood Alert but will temporarily stop receiving alert notifications.

    View Paused Leads
    1. Locate

      Click the Paused Lead Count for the desired Neighbourhood Alert.

    2. Click the paused lead count.

    A pop-up window will displaydisplays all leads that are currently paused for the selected Neighbourhood Alert.

    Resume Paused Leads

    1. Click the pausedPaused leadLead countCount for the desired Neighbourhood Alert.

    2. Select the checkbox next to the lead or leads you want to resume.

    3. Click Resume.

    4. Review the confirmation message.

    5. Click Confirm.

    The selected leads will be resumed successfully and will beginresume receiving neighbourhoodNeighbourhood alertsAlert againnotifications based on the configured alert schedule.

    Remove Leads from a Neighbourhood Alert

    1. Click the activeActive leadLead countCount for the desired Neighbourhood Alert.

    2. Select the checkbox next to the lead or leads you want to remove.

    3. Click Remove.

    4. Review the confirmation message.

    5. Click Confirm.

    The selected leads will be removed successfullyfrom fromthe Neighbourhood Alert and will no longer receive notifications associated with that alert.

    Important Notes

      Multiple leads can be selected and managed simultaneously.

      Paused leads remain assigned to the Neighbourhood Alert.

      Removed leads are no longer associated with the Neighbourhood Alert.

      Active and paused lead counts update automatically after changes.

      Manage Neighbourhood Alerts from a Lead Profile

      Pause a Neighbourhood Alert

        Navigate to CRM.

        Open the desired lead record.

        Click the Profile tab.

        Locate the Neighbourhood Alert section.

        Click Pause next to the desired alert.

        Review the confirmation message.

        Click Confirm.

        The activeNeighbourhood lead countAlert will be updatedpaused automaticallysuccessfully and the lead will temporarily stop receiving notifications from that alert.

        Resume a Neighbourhood Alert

          Navigate to reflectCRM.

          Open the changes.desired lead record.

          Click the Profile tab.

          Locate the paused Neighbourhood Alert.

          Click Resume.

          Review the confirmation message.

          Click Confirm.

          The Neighbourhood Alert will be reactivated successfully and the lead will begin receiving notifications again according to the configured schedule.

          Remove a Neighbourhood Alert from a Lead Profile

            Navigate to CRM.

            Open the desired lead record.

            Click the Profile tab.

            Locate the Neighbourhood Alert section.

            Click Delete next to the desired alert.

            Review the confirmation message.

            Click Confirm.

            The Neighbourhood Alert will be removed successfully from the lead profile.

            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:Important Note

            If a lead does not open up to 10 consecutive neighbourhoodNeighbourhood alertAlert emails, theAgentRoof CRM willautomatically stopstops sending furtheradditional neighbourhoodNeighbourhood alertsAlert emails to that lead. This helps maintain email deliverability and reduces the likelihood of messages being marked as spam.

            Conclusion

            You have successfully learned how to create, edit, delete, assign, pause, resume, and manage Neighbourhood Alerts in AgentRoof CRM.

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