Add/Remove a Home Value Report for a Seller Lead Follow

You can change the subscription for a seller lead's Home Valuation Report that's sent out monthly. Note this can only be done in CRM Plus and you must have access to the Seller Suite first.

For a seller lead that has already entered their property address:

1. Click on the icon that indicates they are a seller with a home to sell.



2. To add a Home Value Report: In the property information pop up you can select to "Add Subscription" which will turn on the valuation reports to send monthly.


To Remove a Home Value Report: Click the "View Subscription" button and uncheck the box that says subscribed.




To add a home value report to a lead who doesn't currently have a property logged in our system:

1. Open the lead by clicking on their name

2. Navigate to the Info tab for the lead and scroll to the section that says 'House to Sell'

3. Click on the link next to "House to Sell" which will open up the popup where you can 'Add Seller Property'



4. Enter the property information for the lead and click "Update"

5. Once the property is updated you'll open the details again and click to "Add Subscription"