Boldleads

Get to know the basics with a few helpful tips and tricks along the way!

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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

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.

SendQuickCMA.png 

Resend the CloudCMA directly from your CloudCMA account

STEP 1:  Login to your CloudCMA Account.

CloudCMASignin.png

STEP 2:  Click the CMA Tab.

CMATab.png

STEP 3:  If you see your Lead's name here, click Edit and follow the screen to access the message and the report.

ManualEditCMA.png

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.

CreateNewCMAReport.png

 

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