1. Once you have your search criteria completed, click on Results.
2. Then click on Save, then click on New Auto Email.
3. Then Select a Contact, if you do NOT have the contact saved, you will need to Create a New Contact.
- 4. Next you will need to enter a Subject for the email.
5. Under Settings you will have a few options:
- Enable concierge mode - If this option is selected then your customer/client will not receive any properties until you approve the listing/s.
- Show this contact in Reverse Prospecting results - Your agent information will be displayed in the listing agent's reverse prospecting results because your search criteria contains their listing.
- Enable as a Favorite Search on Home tab (10 maximum) - Favorite Searches are displayed under the My Favorite Searches widget on the home page of Matrix.
6. Next select the Schedule.
7. Then click Save.
Video Version below: