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Turn Automatic Opinions On or Off

The Automatic Opinions setting will automatically create a Maybe Opinion for a contact if that contact clicks on a property in an Automatic Email Campaign two or more times.

When used in conjunction with Prospecting it is a great lead generation feature, allowing agents to see which contacts may be interested in a property through the number of times they clicked on the property in an email.

To ACTIVATE the Automatic Opinions setting:

  1. Click on the Admin menu
  2. On the page that appears, click on the  Edit tab
  3. Click on the Preferences tab
  4. Tick the Create Automatic Opinions box
  5. Click Update Agency

To TURN OFF the Automatic Opinions setting:

  1. Click on the Admin menu
  2. On the page that appears, click on the  Edit tab
  3. Click on the Preferences tab
  4. Ensure the Create Automatic Opinions box is NOT ticked
  5. Click Update Agency
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