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

Last Updated: Dec 24, 2016 09:12PM PST

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 preselect the pages, you would like to use when reports are generated via Lead Gen or by email. 


After Logging in, click the CMA tab at the top of the screen.


Step 1: Click “Edit button” on an existing report.

Step 2: Click “Customize Tab” located on the black bar.


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 “One-click reports”.

Step 5: Click “Add a new Report”.

Step 6: Title the new One-Click report “web lead”.


Step 7: Click “Save these Pages”.


Step 8: Click “Publish” to save changes to the report.
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