Paragon: How to Create Auto Emails

How to Create Auto Emails in Paragon

1. Click "Contacts" at the top of the page, then click "Add Contact/Prospect". 

2. In the Contact Information fill in "First Name", "Last Name", and "E-mail Address". Click "Save" on the top-left side of the corner.

3. Click on the "Buyer Activity".Select Add Search (green plus sign).

4. In the center of your screen, Click on "Add New Saved Search". Select Class.

5.Fill in your search criteria. Click on Search when done.

6.Check the boxes next to the listing #.

7. Click on Email. Select in E-Mail Reports "Client Report New", Add to Selected Reports. Click on Email again.

8. Enter in the client email, and select "Send". Then click on "Close".

9. You should now be back at the Listing Count, from there click on the Green Tab "Save Search". Name Your Search, and click on "Save".

10. Under Notification Options, select E-Mail Notification.Set up your email notification option and click on "OK" when done.
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