To open a CMA/HMR: From the Presentations menu, select My presentations. Select the CMA/HMR presentation to edit and click the View or edit action menu item.
You can edit presentation details and presentation pages before sending them out to your customers. Steps on how to edit a CMA or HMR are described below. Instructions on how to edit the presentation pages are described in "Editing presentation pages". Note that you can only edit your personal presentations and not the standard presentations that were created by Top Producer 7i.
To edit a CMA/HMR
Open the CMA or HMR presentation you wish to edit.
To modify the property address for which this presentation was created, click Subject property, enter the new address details, and click Close.
To modify the property statistics, such as the number of bedroom and bathrooms in the property, click Subject property statistics, enter the new details, and click Close. For more information, see "Property statistics".
To configure how to calculate or manually set the recommended price, click Recommended price, select the recommended price, and click OK. For more information, see "Changing a recommended price".
To change the picture for this presentation, double-click on the picture, select the picture, and click Close.
If the contact record for the subject property does not contain a picture, double-click on the empty box and select the picture to insert. For more information, see "Adding or removing a contact's pictures".
To view or modify the comparable properties:
Use the View by status drop-down list box to select the type of comparables to display in the list below.
Specify the columns that you want to display on the grid. More Info:
Click the Column settings link to display the Column settings pop-up window.
Select one or more check boxes for the fields you want displayed on the grid. Clear the check boxes for those columns you do not want displayed.
Select a comparable and click either Move up or Move down to change the order of the comparables. The order in which the comparable properties appear in the list is the same order in which they will appear in the presentation.
Click OK.
To edit a comparable, select the comparable to edit, click View or edit, modify it and click OK.
To add a new comparable property, click Add new, enter the details for the new comparable property, and click OK. For more information, see "Adding comparable properties".
To remove a comparable from the presentation, select the comparable property to remove and click Delete.
Click Close when finished.
The presentation details are saved.