Smartlink: What is it?
Smartlink is a tool that allows you to show properties of your portfolio with characteristics that meet client's needs, in a mini-site format.
Smartlink is automatically translated and sent in the customer's language.
Check properties the customer accessed and number of clicks.
Configuration
Share Smartlinks from Leads or Contacts.
Leads
1. Access the lead detail in the Customer area and click on Generate Smartlink.
2. In the customer profile, set the characteristics of the property that customer is looking for.
3. Click on Filter Profile.
4. Select the Properties you want to share on the Smartlink.
5. Click on Generate Smartlink, copy the link and/or send to email*.
Contacts
1. Access the buyer's detail in the Contacts area and click on the Profile tab.
2. Fill in the characteristics of the property that the client is looking for.
3. Click Filter Profile.
4. Select the Properties you want to share on the Smartlink.
5. Click on Generate Smartlink, copy the link and/or send to email*.
Statistics
1. Enter the Contact's profile.
2. Access the Smartlinks panel and click on the symbol highligted.
3. See the properties that the customer consulted, number of clicks on each one, date and time.
4. Can remove Smartlinks from contact.
This feature is available for PLUS and PREMIUM Plans.
For more information, please contact us via Chat or send an email to: help@casafaricrm.com
*Know more about sharing Smartlinks via email in the article of Smartmail and Smartreply.