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:
- Click on the Admin menu
- On the page that appears, click on the
Edit tab
- Click on the Preferences tab
- Tick the Create Automatic Opinions box
- Click Update Agency
To TURN OFF the Automatic Opinions setting:
- Click on the Admin menu
- On the page that appears, click on the
Edit tab
- Click on the Preferences tab
- Ensure the Create Automatic Opinions box is NOT ticked
- Click Update Agency