How to send a report:

  1. Click Contacts > Contact List

  2. Search for your contact and click on their name to view their Contact Summary

  3. Click on the Integration Actions from the drop-down select Cloud CMA

  4. You will get a pop-up to confirm sending the Cloud CMA click "Yes" 

  5. Choose an email signature, enter a subject, and message then click “Send CMA” 

Note: You can send monthly CMA reports by making a selection from the  subscription drop-down if you wish for that specific contact to get the reports monthly and then click “Send CMA”

Example Message: “I thought you might enjoy seeing the value of your neighborhood!”


Click here for a video tutorial.