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Adjusting template for matching results

In APRO CRM you can easily generate templates for property presentations automatically.

For example, you received a sales request from a customer. After the CRM performs automated matching, you can select the relevant property profiles and place them in tab "Favorites" manually by clicking the button shown below:

or automatically:

Tick the checkbox shown on the screenshot below — and any time a new matching property is added to tab "Favorites", its presentation (arranged according to your property presentation template) will be sent to the client's email address automatically:

You can adjust the association with template in the administration panel: Main menu — Settings — CRM — Activities — select the relevant type of activity (as a rule, it is either "Sales request" or "Rental request") — Fields associations (upper tab) — Template sending rules:

In the window that appears, specify the parameters shown below and create a new rule:

1 — template title;

2 — groups of users allowed to send this type of templates;

3 — type of mailout format: HTML (full-size text embedded in the body of the message) or PDF (.pdf file attached to the message);

4 — complementary text to be added in the body of the message, if necessary;

5 — the source for taking sender's address from: the presentations will be sent to clients from this email address (tick "From user profile" to use the email address specified in field "Email" in user profile);

6 — the type of template to be used for compiling presentation (select from the available templates associated with this type of property). Please note: you can read about how to adjust template format here.

You must also see:

  • Document templates

  • Access to templates

  • Sending templates by email

  • You may also be interested in: Filters and search tools

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    APRO CRM is a SaaS cloud solution and is hosted by our servers. The CRM is flexible and can adjust to your business needs. You will be getting all the necessary assistance from your personal adviser while using the system