Listing Selection Required for Marketing Opportunities
14 steps
|
41 seconds
1
Navigate to Brokerage Engine
2
Click "Invoices"
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Click "Marketing & Services"
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Locate the Marketing Opportunity that you'd like to require a listing selection, and click here.
5
Click here.
6
Click "Save"
alert ordinal icon
Alert! Once you click Listing Selection Required, an additional box will populate giving you the option to Restrict to Single Listing.
7
Let's impersonate an agent to see what it looks like from their POV. Click Agents.
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Click "Active"
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Click here.
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Click "Marketing"
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Locate the Marketing Opportunity you just edited, & click Start.
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Click "Next"
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HERE is where the agent would select the associated listing.
14
Click "Next" to continue with the order.