Some Leads may request to have their CloudCMA Report sent to them again.
There are two ways to resend Leads a CloudCMA Report. You can send it from the Lead’s Profile View or your CloudCMA Account.
Resend the CloudCMA from the Lead's Profile View:
- Login to your Boldleads Account.
- Click on the Lead's name.
- Click on the Send CMA tab in the upper-right corner of the page.
- Adjust the message if necessary.
- Click Send Quick CMA.
Resend the CloudCMA directly from your CloudCMA account:
- Login to your CloudCMA account.
- Click the CMA Tab.
- If you see your Lead's name here, click Edit and follow the screen to access the message and the report.
If you do not see your Lead’s name, create a report manually by clicking the green Create a new CMA Report button in the upper, right-hand corner.