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Network — Sent CILs Log

Overview

The Sent CILs Log tracks every CIL (Client Information Letter) you've sent to a developer from within a lead. It gives you a complete record of which leads were shared with which developers, by whom, and when.


How to Send a CIL to a Developer

  1. Open the lead you want to send to a developer.
  2. Click the Send button on the lead.

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  3. The Send Leads Via Emails screen opens.
  4. Fill in the following:
Field Description
Select Developer Choose the developer company to send this lead to.
Another Developer Email Add extra developer emails if needed — separated by commas.
CC Add CC recipients — separated by commas.
Copy Check to send a copy to yourself.
Select Fields Choose which lead data fields to include in the email (e.g., Agent Name, Agent Mobile, lead name, mobile, email, Lead ID, etc.). Each field has a checkbox — check it to include it.
  1. Click Send to submit.

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Once sent, the CIL appears in the Sent CILs Log tab.


The Sent CILs Log List

Column Description
Date/Time When the CIL was sent.
Developer Name / Recipients Emails The developer and the email addresses it was sent to.
Lead Name The name of the lead that was sent.
Country Code The lead's country code.
Lead Mobile The lead's mobile number.
Lead Email The lead's email address.
Lead ID The marketing Lead ID attached to the lead.
User (Sender) The CRM user who sent the CIL.
Reminder Button to set a follow-up reminder for this CIL.

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Setting a Reminder

Click Set Reminder on any CIL entry to schedule a follow-up. A popup appears where you set:

  • Date — the reminder date.
  • Time — the reminder time.

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Click Set to save the reminder.


Available Filters

Filter Description
Developer Name Filter by developer company.
Recipient Email Filter by the email the CIL was sent to.
Date Filter by sent date (From / To).
User Filter by the CRM user who sent the CIL.
Leads ID Filter by marketing Lead ID.
Projects Filter by project.
Broker Projects Filter by broker project.