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Cloud CMA Generate Report

Integrated Partners

Cloud CMA Generate Report

Last updated on 04 Nov, 2023

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

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

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

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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. 

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