New Lisiting Alerts
What is a New Listing Alert?
The New Listing Alert feature allows you to automatically notify leads about newly listed properties that match their preferences.
Listing alertsAlerts can be configured basedusing onvarious criteriaproperty suchcriteria, as:
Citydetails, orpricing, Area
Propertypreferences. Category
Building Type
Building Style
Property Status
Price Range
Bedrooms
Bathrooms
Square Footage
Days on Market
Garage Spaces
Basement Type
You can choose how often alerts are sent and assign them to individual leads, tags, stages, or sources.
Once configured, email alerts will be sent whenever matching properties become available.available, helping keep your leads informed about the latest listings.
Create aAccess New Listing AlertAlerts
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From the left-hand menu, click Alerts.
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ClickSelect New Listing Alerts.
The New Listing Alerts page will be displayed.
This page provides a centralized view of all listing alerts configured in your CRM. From here, you can monitor alert assignments, view active and paused leads, and perform actions such as creating, editing, assigning, or deleting alerts.
You can also click the numbers displayed under the Active and Paused columns to view and manage the leads assigned to a particular alert.
Create a New Listing Alert
Navigate to the New Listing Alerts page.
Click + Add New Listing Alert.
A popup window will appear prompting you to enter the alert details.
Enter an Alert Name.
CompleteSelect theone requiredor fields:
AreaChoose orthe CityProperty (multiple areas can be selected)Category.
PropertySelect Categorythe (Residential,Building Condo, or Commercial)Type.
Select the Building TypeStyle.
BuildingSpecify Stylethe Property Status.
PropertySelect Statusthe (Forpreferred Sale,Basement Lease, or Sub-Lease)Type.
BasementEnter Typethe required Garage Spaces.
GarageSpecify Spacesthe Square Footage requirements.
SquareEnter Footagethe preferred Days on Market.
DaysSelect onthe MarketAlert Frequency.
AlertSpecify Frequencythe Number of Properties to include in each alert.
NumberDefine ofthe PropertiesBedroom to IncludeRequirements.
BedroomDefine the Bathroom Requirements.
BathroomEnter Requirements
Price Range.
Click Create Alert.
The listing alert will be created successfully.
Edit a Listing Alert
The alert will be updated successfully.
View Leads Assigned to a Listing Alert
The list of leads assigned to the selected alert will be displayed.
View Active or Paused Leads
Click the number displayed in the Active column to view leadsactive currently receiving the alert.leads.
Click the number displayed in the Paused column to view leadspaused whose alerts are currently paused.leads.
The corresponding list of assigned leads will be displayed.
Manage AlertActive Lead Assignments
Click the number displayed in the Active column.
Select one or more leads from the list.
Choose one of the following actions:
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Pause – Temporarily stop sending the alert to the selected leads.
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Remove – Remove the alert from the selected leads.
The selected action will be applied successfully.
Manage Paused AlertLead Assignments
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Click the number displayed in the Paused column.
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Select one or more
leads.leads from the list. -
Choose one of the following actions:
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Resume – Reactivate the alert for the selected leads.
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Remove – Remove the alert from the selected leads.
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The selected action will be applied successfully.
Assign a Listing Alert
Listing alerts can be assigned from multiple locations within AgentRoof CRM.
Assign from the Alerts Page
You can assign the alert using any of the following options:
Assign to Leads
ChooseClick Leads.
Select one or more of the following:
Leadsleads.
SourcesClick Apply.
Assign to Tags
Click Tags.
TagsSelect one or more tags.
StagesClick Apply.
The alert will be assigned to all leads associated with the selected tags.
Assign to Stages
Click Stages.
SaveSelect theone assignment.or more stages.
Click Apply.
The alert will be assigned to all leads associated with the selected stages.
Assign to Sources
Click Sources.
Select one or more sources.
Click Apply.
The alert will be assigned to all leads associated with the selected sources.
Assign from the CRM Page
The alert will be assigned successfully.
Assign from a Lead Profile
Navigate to CRM.
Open the desired lead profile.
Locate the New Listing Alerts section.
Click Add Alert.
Select the desired listing alert.
SaveClick the changes.Submit.
The alert will be assigned successfully.
Remove a Listing Alert from a Lead Profile
Navigate to CRM.
Open the desired lead profile.
Locate the New Listing Alerts section.
Find the alert you want to remove.
Click Delete.
Confirm the removal if prompted.
The listing alert will be removed successfully from the lead.
Delete a Listing Alert
Note: Listing alerts that are currently assigned to one or more leads cannot be deleted. Remove the alert assignment from all associated leads before attempting to delete the alert.
The selected listing alert will be deleted successfully.
Remove a Listing Alert from a Lead Profile
Open the desired lead profile.
Navigate to the New Listing Alerts section.
Locate the alert you want to remove.
Click the Delete option next to the alert.
Confirm the removal if prompted.
The listing alert will be removed from the lead successfully.
Alert Execution
Listing alerts are processed automatically each day between 9:00 AM and 10:00 AM.
Matching property listings will be sent to assigned leads according to the selected alert frequency.
Important Notes
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If a lead does not open up to 10 consecutive listing alert emails, the alert will automatically stop sending to that lead. This helps protect email deliverability and reduces the likelihood of emails being marked as spam.
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Listing alerts assigned to leads cannot be deleted until they have been removed from all associated leads.
You have successfully learned how to manage New Listing Alerts in AgentRoof CRM.