Seller Reports
📈 New & Improved: Dazzle Sellers with Automated Listing Reports
Your Seller Reports have been completely upgraded with a stunning, professional look!
Turn your marketing efforts and listing activity into a compelling report that wows sellers, builds unbreakable trust, and demonstrates your value. These reports are incredibly easy to set up, customizable, and will be sent automatically—saving you valuable time.
Here is your step-by-step guide to setting up this powerful tool.
Part 1: Connect the Seller to Their Listing
The process begins in your CRM by correctly associating the seller with the property they are listing.
Select Contacts from the left-hand menu.
Locate or Add the seller:
If the contact is new, add them to your CRM.
If they exist, find them on your CRM Dashboard and click into their record.
Once in the Contact record, navigate to the Listings tab.
Scroll down to the Selling widget.
Click the +Add a Listing button.
A search box will open. Find the relevant listing and select Add to Contact.
To add additional listings, simply press the blue + button.
Part 2: Activate and Customize the Seller Report
Once the contact and listing are linked, you can set up the automatic Seller Report.
- Select the Activate Seller Report button. You will be taken to the setup screen, starting with Email Settings.
Define the Schedule (Subject and Schedule):
Choose your desired frequency: Weekly, Every Two Weeks, or Every Four Weeks.
Select the First Send Date. The report will begin on this date and continue automatically at the chosen intervals.
Review Recipient Details:
Verify your name and email under the From section.
Confirm the seller's name and email under the To section.
Customize Report Features:
Under Seller Reports Features, use the toggles to turn features On or Off.
Live Preview: As you customize, watch the live email template preview on the left side of the screen to ensure the report meets your needs and the seller's expectations.
Finalize and Activate:
When you are satisfied, press Finish and Test. This sends a preview email to your inbox.
Review the test, then press Finish to officially activate the Seller Report
📊 Managing Your Active Reports
After pressing Finish, you will be redirected back to the contact's CRM record, where the Seller Report is now marked as active!
Utilize the three-dot action button next to the active report to:
View a Live Preview
Edit the existing schedule or features
Deactivate the report
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