After creating a Match Profile, you might want to send your contact a stocklist of matched listings, or email them a list of the matched listings.
To do this:
- Open the contact you want to perform the Manual Match on
- Go to the Match tab
- Click the Match button on the Match Profile you want to use
In the new window, you'll see all current listings that match the contact's Match Profile. To change the Match Profile, click Modify Match Criteria at the top of the screen.
To view the list on a map, click Show Results on Map. To leave that view, click the large X on the right.
Send Matched Listings
- Click the Gray Flag on the listings you want to highlight, turning the flag blue
- Click Email Flagged
- To edit the message in the email, click Edit Subject/Message
- Click Send
Create a Stocklist of Matched Listings
- Click the Gray Flag on the listings you want to highlight, turning the flag blue
- Click the drop-down arrow next to Email Flagged
- Choose which stocklist you want to create
- You can then either:
- Click Download Report to save the PDF, or
- Click Email Report to create a new email with the PDF attached. This is a temporary file and is only available for 2 weeks.