Introduction 

Setting up Market Reports will help to nurture your clients with trend and statistical data to help keep them aware of what is happening in the market.

Summary

• Create a New Market Report
• Edit / Delete Market Report
• Sample Market Report

Create a New Market Report

On the lead’s profile page, you will see the "Engagement" tab on top of the page. In the "Engagement" tab, click on "+ New Report" under the Market Reports section.

Enter the city or zip code (those are the only two options that are accepted) and choose accordingly from the suggestion box. These should be for areas that are of interest to the lead. Each separate area will send a separate email.

Choose the frequency of how often you would like to send the reports.

Click Preview to be sent an example of what this market report will look like and Save to save the Market Report settings.

Each report will be sent out once the data from the previous month is ready. Normally, this will occur on the 5th day of each month.

Edit / Delete Market Report

To edit the alert, simply select the "Edit" option for the existing alert. The trash icon next to it can be clicked to remove the market report: 

Sample Market Report

Here is what a Market Report looks like:

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.