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New Lisiting Alerts

The New Listing 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

  1. From the left-hand menu, click Alerts.

  2. Click the + Add New Listing Alert button.

  3. 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

  4. Click Create Alert.

The listing alert will be created successfully.

Edit a Listing Alert

  1. Navigate to the Alerts page.

  2. Locate the alert you want to modify.

  3. Click Edit.

  4. Make the required changes.

  5. Click Update Alert.

The alert will be updated successfully.

Delete a Listing Alert

  1. Navigate to the Alerts page.

  2. Select the checkbox next to the alert you want to remove.

  3. Click Delete from the top menu.

  4. Confirm the deletion.

The selected listing alert will be deleted successfully.

Remove a Listing Alert from a Lead Profile

  1. Open the desired lead profile.

  2. Navigate to the New Listing Alerts section.

  3. Locate the alert you want to remove.

  4. Click the Delete option next to the alert.

  5. 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

  1. Navigate to Alerts.

  2. Select the desired listing alert.

  3. Click Assign.

  4. Choose one or more of the following:

    • Leads

    • Sources

    • Tags

    • Stages

  5. Save the assignment.

Assign from the CRM Page

  1. Navigate to CRM.

  2. Select one or more leads.

  3. Click New Listing Alert from the top menu.

  4. Select the desired alert.

  5. Save the assignment.

Assign from a Lead Profile

  1. Open the desired lead profile.

  2. Locate the New Listing Alerts section.

  3. Click Add Alert.

  4. Select the desired listing alert.

  5. Save the changes.

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 Note

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.

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

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