Choose a client to access their account. This action will give you access to details such as the client's Activity, Profile, Notes, Tasks, and more.
Found directly below their name, select the Invite icon to email your client an invitation to your website. This will allow your system to send an automatic email link to your client and prompt them to sign up for an account to view property on your website.
From their profile, they can create their own saved searches on your website which will deliver a Morning Report from you via email based on their search criteria.
What Does the Email Look Like?
The sender will be from your lead parse email so potential replies can be tracked. The subject line will read as [Your Name] has invited you to join Elevate.
Once the Client selects the Access Your Account button in the email, it will request them to create a password for their new Elevate account.