Advertising Plans

Step 1: Select the transaction you want to use an Advertising Plan on by searching for it in the Search Bar at the top of the page or by finding it within Transactions in the left navigation menu. Then click the Apply A Plan button in the top right. 

Step 2: Select the plan (or plans) you wish to apply from the drop-down menu.

Step 3: Click Finish to apply the plan and close the window then go to the Advertising tab.

Step 4: Select Search for Ad on Google next to the Advertiser you want to syndicate.

Step 5: Select the first link from the Google search that will take you to the listing on the advertiser's site. 

Step 6: Copy the URL and return to the Advertising tab in the CRM. Click the Edit Pen.

Step 7: Paste the URL from the advertiser's site into the URL of Ad field. Click the Mark as Complete to send to Client checkbox to make this advertisement visible to viewers.

Step 8: Click Save to complete the advertisement and close the window.