Support Center

How to Customize the Lead Gen feature. "What's my home worth?"

Last Updated: May 31, 2019 01:40PM PDT

You can create a Lead Gen template by creating a one-click report titled “Web Lead". Setting up a one-click report titled “Web Lead" will allow you to pre-select the pages you would like to use when reports are generated via Lead Gen or by email. 

 

Make sure that you are logged into Cloud CMA, and then follow these steps.

 

 

Step 1: Click Edit on an existing report.





Step 2: Click Customize located between Listing and Publish.


 


 

 

Step 3: Customize the report with the criteria you would like to setup for reports made via Lead Gen.



 

Step 4: Locate and click on Template - “Default Template”.





Step 5: Click Save as Template.





Step 6: Title the new template Web Lead, and then click Save.



 

 

Going forward, any leads coming into Cloud CMA will now use that template by default.

 

 

If you want to apply the template to the correct report or any other existing reports, you will have to select the Template and then re-publish the report. 

 

 

 

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