Engage Your Prospects with Client Connect

Engage Your Prospects with Client Connect

Posted on 21. Apr, 2017 by in Enhancements, News, XL Paragon

There is a new feature in Prospects that lets you offer your customers the ability to run and save a simple property search in their Client Connect Prospect Page. Here’s how it works:

You control the option: A new option labeled “Enable Property Search” will appear on the “Set-Up” screen when you create a new Prospect, and will also appear at the top of the “Run Matches” screen to allow you to add the feature to any of your current Prospects.

Your prospects are informed: The first time your customers go to their Client Connect Prospect Page after you turn on this option, they will see an alert explaining the new feature which allows them to run a simple property search based on limited criteria. When they save a search, a message will let them know you will be notified of their additional interests.

You are kept in the loop: After your customers save a search, you will receive an email that lists the search criteria they have saved. This gives you the opportunity to engage with your customers by suggesting you set up their additional search to generate email alerts when there are new matches.

For more information on the changes to Client Connect, please click on the link below:


Tags: , , , ,