Contacts

Adding Market Insight Zip Codes to a Client Profile

  • Updated

Market Insights allow you to send zip code-based summary of the real estate market for the past month.  How do you ensure your clients get the proper Market Insights reports?  Here's how.

If you have existing Neighborhood News subscriptions for a contact, those ZIP Codes will automatically transfer to the client record in RISE

Choose Contacts on the sidebar.

Contacts on Sidebar.png

Choose the contact record and locate the Insights Locations box.

Insights locations.png

Type in the Zip Code in the Add a Zip Code area and hit your Enter key.  The Zip Code will be added.

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Repeat the procedure for all the Zip Codes you have.

For more on Market Insights campaigns, please select this link.

 

 

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