#Listbook email contact upgrade
#Listbook email contact password

In Listingbook, you may be familiar to sign up clients for a Homefinder account. How do I create saved searches for clients? View our in-depth article on this feature.Your clients will be running searches directly on your search portal or website. How do my clients search and manage their account? If your client has questions or hasn't received their Morning Reports for any reason, you can search for the client in Elevate and click 'Invite To My Site' on their profile to invite them.ģ) They can log in from your search portal or website, as shown below. There are three ways for your clients to access your new accounts through your products:ġ) They can log in by clicking any of the links in their new Morning ReportĮxample of a Morning Report sent to your Clients:Ģ) If you'd like to add new clients to the Elevate system, there are many tools to do so. To select them, go to the Status section on your Contacts page, select the appropriate tags, and click Search.Īfter we import your clients from Listingbook, they will start to receive a new Morning Report from the new Elevate system automatically. They will also not receive a Morning Report. Archived = Marked as 'on hold' in Listingbookīy default, Elevate will not show Archived and Cold status tags for your Contacts.Engaged = Logged in within the last 6 months on Listingbook.Marketing = Created within the last 6 months on Listingbook.

Please note that we do NOT store user passwords in our system as an account security measure.Īll of your clients are now categorized as Contacts.Īll Contacts can be sorted by a Status tag: You can also log in any time via your Morning Reports. Please note: you cannot log in to Elevate with your Listingbook ID. You will log in to Elevate with the email address associated with your Listingbook account and your new password. We recommend that you bookmark this link in your browser.

Once you've set your password, you will be logging into your Elevate account at this link.

#Listbook email contact password

The sender is with a subject line of Welcome To Elevate.Ĭlick the Get Started link in the body of the email and you'll be directed to Elevate to set a new password for your Elevate account.

#Listbook email contact upgrade

You will receive an email at the email address associated with your Listingbook account shortly after the day of your upgrade inviting you to the Elevate platform. If you try to log in to your Listingbook account after your MLS is migrated, you will receive an error message that your account is on hold, or that your username or password is invalid. We will set up a new Elevate account for you and carefully transfer your clients and their info to Elevate. Will I still be able to log in to Listingbook?Īfter your MLS is upgraded to Elevate, you will no longer be able to log in to your Listingbook account. Keep an eye out for an email coming soon from us with that info. We will also provide you with some talking points on the upgrade to Elevate that you can use if you wish to communicate to your clients as you see fit. Just share the link below with your clients to direct them to a special FAQ experience we've created just for them. We think that hearing from you will be the best way for them to understand what’s happening with the upgrade to Elevate. Your clients will LOVE everything that Elevate has to offer. We will add a special notice to your clients’ Morning Reports that the upgrade to Elevate is coming. Will my clients be notified of the upgrade? Notifications will also be on your daily Morning Report and when you log in to. Elevate is a fully integrated single system that does everything real estate professionals need - from helping generate new leads to helping you create clients for life!Īll agents who have a paid subscription or have logged into Listingbook over the last 120 days were notified many times via email. Elevate is the newest upgraded platform replacing Listingbook Ai.