CMA Package Step 1: Select Contact

Step 1 of the CMA Package lets you specify the contact (i.e. client) for whom you are preparing the CMA. You can either choose one of your existing contacts or set up a new contact. The contact's name and address will display in the final CMA Package.

To select an existing contact

1. Click the icon next to the Contact field to display a list of your active contacts.
2. Check the box to the left of the desired contact then click OK. The contact's information displays.
3. Click the Next Step link or the Step 2: Select Fields tab to proceed to the next step.

To create a new contact

1. Click the Create New Contact link.

2. The Create New Contact page opens. Enter the contact's information. Be sure to check the Manage as Prospect box if you want to be able to create searches and save listings for this prospect. See also Set up a prospect.
3. Click the Save button in the MLS toolbar. The contact's information displays in the CMA Package form.
4. Click the Next Step link or the Step 2: Select Fields tab to proceed to the next step.

TIP: To save time when creating CMA Packages, set up a standard cover letter, agent resume, and office resume by choosing CMA Documents Setup from the Admin menu. The CMA Package program uses these templates and lets you make changes as needed for each individual CMA Package.

Next: CMA Package Step 2: Select Fields

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