Listing Selection Required for Marketing Opportunities
14 steps
41 seconds
1
Navigate to Brokerage Engine
2
Click "Invoices"
3
Click "Marketing & Services"
4
Locate the Marketing Opportunity that you'd like to require a listing selection, and click here.
5
Click here.
6
Click "Save"
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.
8
Click "Active"
9
Click here.
10
Click "Marketing"
11
Locate the Marketing Opportunity you just edited, & click Start.
12
Click "Next"
13
HERE is where the agent would select the associated listing.
14
Click "Next" to continue with the order.
Listing Selection Required for Marketing Opportunities
14 steps
41 seconds
1
Navigate to Brokerage Engine
2
Click "Invoices"
3
Click "Marketing & Services"
4
Locate the Marketing Opportunity that you'd like to require a listing selection, and click here.
5
Click here.
6
Click "Save"
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.
8
Click "Active"
9
Click here.
10
Click "Marketing"
11
Locate the Marketing Opportunity you just edited, & click Start.
12
Click "Next"
13
HERE is where the agent would select the associated listing.
14
Click "Next" to continue with the order.
