How Do I Resend a CloudCMA Report?

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.