Price Drop Alert
What is Price Drop Alert?
The Price Drop Alert feature allows you to send listing alerts to your leads based on specific criteria such as City, Property Type, Price Range, Percentage of Price Drop, 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 experiences a price reduction, helping your leads stay informed about the latest price drop opportunities.
Create a Price Drop Alert
How to Create a Price Drop Alert?
Condo
Commercial
Select one or more building types.
Select one or more building styles.
Select the property status.
Sale
Lease
Sub Lease
Select the basement option.
Select the garage space requirement.
Select the square footage range.
Select the Days on Market.
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.
Select the percentage of price drop between 1% and 50%.
Click Create Alert.
The new Price Drop Alert will be created successfully.
Edit a Price Drop Alert
How to Update Details in a Price Drop Alert?
The changes will be saved successfully.
Delete a Price Drop Alert
How to Delete a Price Drop Alert?
The selected alert will be deleted successfully.
Note:NotePrice Drop Alerts that are currently assigned to active leads cannot be deleted.
Assign a Price Drop Alert
Price Drop Alerts can be assigned from multiple locations within AgentRoof CRM.
Assign from the Price Drop Alerts Page
Navigate to the Price Drop Alerts page.
Select the checkbox next to the alert you want to assign.
Assign to Leads
Hover over the Lead icon.
Click Assign to Lead.
Search for and select one or more leads.
Click Assign.
Hover over the Tag icon.
Click Assign to Tag.
Select one or more tags.
Click Assign.
Assign to Stages
Hover over the Stage icon.
Click Assign to Stage.
Select one or more stages.
Click Assign.
Assign to Sources
Hover over the Source icon.
Click Assign to Source.
Select one or more sources.
Click Assign.
Note
If the required Tag, Stage, or Source is not available, you can create a new one directly from the assignment window before completing the assignment.
The selected alertPrice Drop Alert will be deletedassigned successfully.
Assign from the CRM Page
Navigate to CRM.
Select the checkbox next to the desired lead.
Click Price Drop Alert from the action bar.
Select the Price Drop Alert you want to assign.
Click Assign.
The selected Price Drop Alert will be assigned successfully.
Assign from the Lead Profile Page
Navigate to CRM.
Open the desired lead record.
Click the Profile tab.
Scroll to the Price Drop Alert section.
Click the + icon.
Select the desired Price Drop Alert.
Confirm the selection.
The selected Price Drop Alert will be assigned successfully.
Manage Leads Assigned to a Price Drop Alert
View Active Leads
Locate the desired Price Drop Alert.
Click the Active Lead Count.
A pop-up window displays all active leads currently assigned to the selected Price Drop Alert.
Pause Active Leads
Click the Active Lead Count for the desired Price Drop Alert.
Select the checkbox next to the lead or leads you want to pause.
Click Pause.
Review the confirmation message.
Click Confirm.
The selected leads will remain assigned to the Price Drop Alert but will temporarily stop receiving alert notifications.
View Paused Leads
Click the Paused Lead Count for the desired Price Drop Alert.
A pop-up window displays all leads currently paused for the selected Price Drop Alert.
Resume Paused Leads
Click the Paused Lead Count for the desired Price Drop Alert.
Select the checkbox next to the lead or leads you want to resume.
Click Resume.
Review the confirmation message.
Click Confirm.
The selected leads will resume receiving Price Drop Alert notifications according to the configured alert schedule.
Remove Leads from a Price Drop Alert
Click the Active Lead Count for the desired Price Drop Alert.
Select the checkbox next to the lead or leads you want to remove.
Click Remove.
Review the confirmation message.
Click Confirm.
The selected leads will be removed from the Price Drop Alert and will no longer receive notifications associated with that alert.
Important Notes
Multiple leads can be selected and managed simultaneously.
Paused leads remain assigned to the Price Drop Alert.
Removed leads are no longer associated with the Price Drop Alert.
Active and paused lead counts update automatically after changes.
Manage Price Drop Alerts from a Lead Profile
Pause a Price Drop Alert
Navigate to CRM.
Open the desired lead record.
Click the Profile tab.
Locate the Price Drop Alert section.
Click Pause next to the desired alert.
Review the confirmation message.
Click Confirm.
The Price Drop Alert will be paused successfully and the lead will temporarily stop receiving Price Drop Alert notifications.
Resume a Price Drop Alert
Navigate to CRM.
Open the desired lead record.
Click the Profile tab.
Locate the paused Price Drop Alert.
Click Resume.
Review the confirmation message.
Click Confirm.
The Price Drop Alert will be reactivated successfully and the lead will begin receiving notifications again according to the configured schedule.
Remove a Price Drop Alert from a Lead Profile
Navigate to CRM.
Open the desired lead record.
Click the Profile tab.
Locate the Price Drop Alert section.
Click Delete next to the desired alert.
Review the confirmation message.
Click Confirm.
The Price Drop Alert will be removed successfully from the lead profile.
How and When Are Price Drop Alerts Executed?
Price Drop 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:NoteIf a lead does not open up to 10 consecutive Price Drop Alert emails,
theAgentRoof CRMwillautomaticallystopstops sendingfurtheradditional Price DropAlertsAlert emails to that lead. This helps maintain email deliverability and reduces the likelihood of messages being marked as spam.
HowConclusion
You have successfully learned how to Assigncreate, aedit, Pricedelete, Dropassign, Alertpause, to Tags, Stages, Sources,resume, and Leads?
From themanage Price Drop Alerts Page
Navigate to the Price Drop 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.
Search for and select one or more leads.
Click Assign.
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 Price Drop Alert will be assigned successfully.
From the CRM Page
Navigate to the CRM page.
Select the checkbox next to the desired lead.
Click Price Drop Alert from the available actions.
Select the alert you want to assign.
Confirm the assignment.
The selected lead will be assigned to the chosen Price Drop Alert.
From the Lead Profile Page
Open the desired lead profile.
Click the Profile section.
Scroll down to the Price Drop Alerts section.
Click the + icon.
Select the Price Drop Alert you want to assign.
Confirm the assignment.
The lead will be assigned to the selected Price Drop Alert.
How to Remove or Pause a Price Drop Alert?
Navigate to the Price Drop Alerts page.
Under the Active column, click the number displayed for the alert.
The list of assigned leads will be displayed.
Select the desired lead.
To Pause a Price Drop Alert
Click Pause.
The alert will be temporarily disabled for the selected lead.
To Remove a Price Drop Alert
Click Remove.
The alert will be permanently removed from the selected lead.
Result
Price Drop Alerts have been successfully configured and assigned. Matching property listings with price reductions will be automatically sent to the assigned leads, tags, stages, or sources according to the selected criteria and alert frequency, helping leads stay informed about the latest price drop opportunitiesintheAgentRoofmarket.CRM.