Here are some basic instructions for adding and editing clients...
Create a Client Profile.
Click on My Clients and then choose the button to “Add New Client”. You
will be able to enter their personal information, including a second
email address to receive emails from LINK. Click Save.
Send Auto Emails.
Set up your clients for Auto Emails every evening and Open House emails
every Friday, prior to the release of the Boston Homes publication. Go
to your My Clients section and click your client’s name. Their client
profile will appear. Select the “Saved Searches” tab and choose the
button to “Add New Search”. You will be brought to the LINK Search
screen. Simply enter their criteria and click “Save Search”. A pop-up
box will appear. Give the search a name, check the boxes to send auto
emails and associate the search with the client. Click “Save”.
Grant Client Access. Provide your clients with their own login for LINK. This access excludes all sold data and listing broker information.
Monitor Client Activity. Track your clients’ interest in properties by viewing every single click made on a property via email or through a login session. View information for all emails sent to clients in one place, including the date sent and the listings included. Go to My Clients and click their name to get their client profile. Select the tabs labeled Listings Viewed or Messages Sent to get more information on their recent activity.