Neighborhood Alert
What is Neighbourhood Alert?
FollowThe sameNeighbourhood structureAlert 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 Alerts page.
Click the + icon in the Neighbourhood Alerts row.
Complete the required fieldsEnter the name of the alert.
Select the area.
Select the property category (Residential, Condo or Commercial)
Select the building type.
Select the building style.
Select the property status. (For Sale, Lease or Sub Lease)
Select the basement option.
Select the garage space requirement.
Select the square footage range.
Select the sold period in months.
Select the alert frequency.
Enter the number of properties to send. A maximum of 10 properties can be included in a single alert.
Enter the number of bedrooms.
Enter the number of bathrooms.
Specify the price range between $0 and $5,000,000.
Click Create Alert.
The new listingneighbourhood alert will be created successfully.
How to Edit a Neighbourhood Alert?
Locate the alert you want to modify.
Click Edit under the Actions column.
Update the required criteria.
Click Update Alert.
The changes will be saved successfully.
How to Delete a Neighbourhood Alert?
Select the checkbox next to the alert you want to delete.
Click the Delete icon from the Neighbourhood Alerts row.
Review the confirmation message.
Click Confirm to proceed.
Note: 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 Alerts Page
Select the checkbox next to the alert you want to assign.
Assigning to Leads
Hover over the Lead icon.
Click Assign to Lead.
In the pop-up window, search for and select the desired leads.
Click Assign.
You can assign the alert to multiple leads.
Assigning to Tags
Hover over the Tag icon.
Click Assign to Tag.
Select one or more tags.
Click Assign.
Assigning to Stages
Hover over the Stage icon.
Click Assign to Stage.
Select one or more stages.
Click Assign.
Assigning to Sources
Hover over the Source icon.
Click Assign to Source.
Select one or more sources.
Click Assign.
The selected neighbourhood alert will be assigned successfully.
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 New Listing Alerts in AgentRoof CRM