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.

Go to My Clients and click their name to open their client profile. Choose the button labeled “Web Access”. Assign a username and password, then select a time frame for access. Each time a client logs in their access is automatically extended. Click the box to email them their login information and click “Save”.

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.