You are here: Home / Extras / Customer communication / Ordering principle - list of prospects

Customer communication

Ordering principle – list of prospects

With the prospect list you can send a detailed list of suitable prospects for your property to an owner and potential customers.

Notice:

No name of prospects is displayed, only the search criteria are listed.

Create email prospect list

Select the appropriate prospects in the contact list and then select “Email – prospect list” under “Write” in the action bar.

The window for composing an email will open. Please enter the recipient and select the template “Mail with list of prospects” in the folder “General – HTML”.

You still have to adjust some text passages, these are marked in bold and framed with XXX (XXXBriefanredeXXX). Please do not use the _Briefanrede macro, it does not work as expected here.

The template contains the necessary macros to output the search criteria in the email. You can customize the template and also configure the search criteria that will be displayed: The list of possible macros can be found in the macro list (_AdrSuchkriterien…).

Only one search criterion is output per linked contact. If more than one search criterion is stored for a contact, the first one is taken from the list.

The number of linked prospects for which the search criteria are output is shown at the bottom left. In this case, the prospects are the contacts you have selected in the list view.

The email will then display an entry of the selected search criteria for each linked prospect.