New Lisiting Alerts
WhatThe isNew newListing Alert feature allows you to automatically notify leads about newly listed properties that match their preferences.
Listing alerts can be configured based on criteria such as:
City or Area
Property 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.
Create a New Listing Alert
From the left-hand menu, click Alerts.
Click the + Add New Listing Alert button.
Complete the required fields:
Alert Name
Area or City (multiple areas can be selected)
Property Category (Residential, Condo, or Commercial)
Building Type
Building Style
Property Status (For Sale, Lease, or Sub-Lease)
Basement Type
Garage Spaces
Square Footage
Days on Market
Alert Frequency
Number of Properties to Include
Bedroom Requirements
Bathroom Requirements
Price Range
Click Create Alert.
The listing alert ?will be created successfully.
Edit a Listing Alert
HowNavigate to Createthe Alerts page.
Locate the alert you want to modify.
Click Edit.
Make the required changes.
Click Update Alert.
The alert will be updated successfully.
Delete a newListing Alert
Navigate to the Alerts page.
Select the checkbox next to the alert you want to remove.
Click Delete from the top menu.
Confirm the deletion.
The selected listing alert ?will be deleted successfully.
Remove a Listing Alert from a Lead Profile
HowOpen the desired lead profile.
Navigate to editthe aNew newListing 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.
Assign a Listing Alert
Listing alerts can be assigned from multiple locations within AgentRoof CRM.
Assign from the Alerts Page
Navigate to Alerts.
Select the desired listing alert.
Click Assign.
Choose one or more of the following:
Leads
Sources
Tags
Stages
Save the assignment.
Assign from the CRM Page
Navigate to CRM.
Select one or more leads.
Click New Listing Alert from the top menu.
Select the desired alert.
Save the assignment.
Assign from a Lead Profile
Open the desired lead profile.
Locate the New Listing Alerts section.
Click Add Alert.
Select the desired listing alert.
Save the changes.
Alert Execution
HowListing alerts are processed automatically each day between 9:00 AM and 10:00 AM.
Matching property listings will be sent to deleteassigned leads according to the selected alert frequency.
Important Note
If a newlead 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.
HowYou andhave whensuccessfully arelearned new listing alert is executed ?
Howhow to assignmanage aNew newListing listingAlerts alertin toAgentRoof Tags, Stage, Source and a lead (From alert page, crm page and lead profile page) CRM.