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
STEP 1: Access the Detail View by clicking on the Lead's name.
STEP 2: Click on the Send CMA tab in the upper-right corner of the page.
STEP 3: Adjust the message if necessary.
STEP 4: Click Send Quick CMA.
Resend the CloudCMA directly from your CloudCMA account
STEP 1: Login to your CloudCMA Account.
STEP 2: Click the CMA Tab.
STEP 3: If you see your Lead's name here, click Edit and follow the screen to access the message and the report.
STEP 4: 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.