Sharing a CMA

Cloud CMA has several ways you can share your CMA with your clients:

• Email Report - sends from Cloud CMA directly.
• Copy PDF Link - Allows you to copy the pdf link and insert into your own email
• Copy Live Link - Allows you to copy the live link and insert into your own email
  Note: Homebeat is a separate article in the Knowledge Base

 

Email Report

1. From the Publish CMA dialog window, click the email link for the CMA you want to email. 

The Email Report window opens:

2. Enter the client’s email address in the To field.

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3. Use the default or you may edit the subject line.

4. Type a brief message in the Intro field.

5. Check the boxes you want to include in your CMA.

6. Click Send.

Your client and you will receive an email that looks like this:

 

 

The Live view is a presentation style whereby you can click the menu in the upper left corner and from that menu start a virtual meeting with your client to present your CMA in a screen sharing environment.

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