Market Snapshot is another great and easy way to create reports for your leads. When you sign up for Market Snapshot through BoldLeads, you receive a discount!
Signing Up for Market Snapshot
IMPORTANT! Before you get started, it's important to confirm your MLS works with Market Snapshot.
Once you've confirmed that your MLS and Market Snapshot work, navigate to the Boldleads Dashboard to sign up. If you are a new Market Snapshot customer, this is where you can take advantage of the discount offer!
How to sign up for Market Snapshot through your BoldLeads Account
Step 1: Click Settings.
Step 2: Click Market Snapshot in the left-hand column.
Step 3: Click on the green button titled I Need a Market Snapshot Account for a 15% discount! This will take you to a sign-up page on Market Snapshot's website.
Step 4: Sign up for a Market Snapshot Account.
Step 5: Return to your BoldLeads Dashboard and click the I have a Market Snapshot Account button.
Step 6: Click Connect.
Step 7: Enter your Market Snapshot username and password.
Step 8: Click Close.
Step 9: Click Create New. Your Market Snapshot Settings should appear.
Step 10: Verify that the Funnel is set to the Default Funnel that you've assigned to the Leads. If you have Text Concierge, your default funnel will be called Text Concierge: BoldLeads Seller Leads.
Step 11: Adjust the section titled When should this message be sent? This will tell the system how long you're going to wait between Funnel emails. (We recommend between two hours and three days)
Step 12: Click Save this Message.
I already have a Market Snapshot Account
Great! You're already a step ahead. In just a few steps, you'll be able to connect your current account with your BoldLeads Account. Then you'll be ready to automatically send out CMA reports to your leads.
How to connect an existing Market Snapshot Account to Boldleads:
Step 1: Click Settings.
Step 2: Click Market Snapshot in the left-hand column.
Step 3: Click I Have a Market Snapshot Account.
Step 4: Click Connect.
Step 5: Enter your Market Snapshot username and password.
Step 6: Click Close.
Step 7: Click Create New. Your Market Snapshot Settings should appear.
Step 8: Verify that the Funnel is set to the Default Funnel that you've assigned to the Leads. If you have Text Concierge, your default funnel will be called Text Concierge: BoldLeads Seller Leads.
Step 9: Adjust the section titled When should this message be sent? This will tell the system how long you're going to wait between Funnel emails. (We recommend between two hours and three days)
Step 10: Click Save this Message.
IMPORTANT! If you have a Top Producer Account associated with your existing Market Snapshot account, we recommend you do not setup this connection. Your leads will either get two CMA's or they will cancel each other out and your leads will get nothing.
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