Managing Streams

When you access CloudStreams a bar will show toward the top of the screen with choices Activity, Streams, and Clients.

Select the Clients portion of that bar and below will appear your list of clients.  Clicking on a client name will then provide details as to their recent activity.

 

Clicking on Streams will show the attached streams to that client.  If you want to remove a stream from a client, click on the three dots in the lower right corner and select Delete Stream.

 

To edit a stream’s criteria, click on the name of the stream and use the bar at the top of the page to refine the criteria.  Once the refinement has been made, Click update Stream in the lower right corner.

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• Managing Clients

  When you access CloudStreams a bar will show toward the top of the screen with choices Activity, Streams, and Clients. Select the Clients portion of that bar and below will appear your list of clients. Clicking on a client name will then provide ...

• Managing Collections

  Similar to the carts feature in Matrix you can save properties to review for later both for yourself and your client(s). While viewing property details in CloudMLX, you will have the opportunity to add it to a Collection. The Add to Collection button ...

• Removing A Client

  When you access CloudStreams a bar will show toward the top of the screen with choices Activity, Streams, and Clients. Select the Clients portion of that bar and below will appear your list of clients. In the lower right corner of your client’s ...

• Setting Up CloudStreams

  1) In CloudStreams click Streams at the top. 2) Click the Create a Stream icon. 3) On the next screen, enter a City, Area, or Zip code to begin searching 4) On the next screen use the buttons and bar in the upper left corner to fine tune the criteria ...

• Creating A Stream From A Search

  Once results have been returned from a search you can turn those results into a stream to send to a client. To begin, you can either: select a property (or multiple properties) to send only those specific listings as a Stream to your client. -or- ...