CRM & Clients4 min read
Proposing and Sending Automated Property Recommendations
Review system-generated client-property matches, dismiss unsuitable pairs, or bulk-send recommendations to buyers.
Managing the Matched Recommendations Queue
Navigate to Company > Matched Recommendations (`/companies/:company_id/matched_recommendations`). WebProp continuously cross-references your active buyer requirements against your available listings and surfaces high-scoring matches.
- Propose individual matches (`/matched_recommendations/:id/propose`) with one click.
- Dismiss irrelevant matches (`/matched_recommendations/:id/dismiss`) to keep the queue clean.
- Select multiple matches and run Bulk Propose (`/matched_recommendations/bulk_propose`).
Delivering Recommendations to Clients
When you propose a matched recommendation, WebProp sends a personalised notification with a link to an interactive shortlist where the client can review and respond to each property.
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