Can I automatically send property alerts to my leads?

If you would like to setup property alerts by email to one of your leads or clients, you can do that using your web site.

  1. Login to your Wordpress back office.
  2. Under Optima Express, click on IDX Control Panel.  If it doesn’t open, check to make sure your browser is not blocking popup windows.
  3. Once you’re in, click on Leads -> Manage Leads -> Search Leads.  If your prospect is already registered on your site, find them and click on their name.  If you need to add them, click on "Add a Lead", enter their information and click "Save Settings".
  4. You have two options for setting up a saved search: Add Basic Search or Add Advanced Search.  You can try either one, depending on your client's needs.  Once you submit the search, your client will begin receiving email alerts when new or changed properties match the criteria you've setup.

 

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