Skip to main content

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.

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

  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.

View Leads Assigned to a Listing Alert

  1. Navigate to the Alerts page.

  2. Locate the desired listing alert.

  3. Click the number displayed in the Leads column.

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 leads currently receiving the alert.

  • Click the number displayed in the Paused column to view leads whose alerts are currently paused.

Manage Alert Assignments

  1. Select one or more leads from the list.

  2. Choose one of the following actions:

    • Pause – Temporarily stop sending the alert to the selected leads.

    • Remove– Remove the alert from the selected leads.

The selected action will be applied successfully.

Manage Paused Alert Assignments

  1. Click the number displayed in the Paused column.
  2. Select one or more leads.
  3. Choose one of the following actions:
    • Resume – Reactivate the alert for the selected leads.
    • Remove– Remove the alert from the selected leads.

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

  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 Notes

  • 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.

  • 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.

Back to top