--- title: Sending Personalized Property Recommendations to Your Leads Directly description: Learn how to suggest listings to leads in Sierra Interactive by sending personalized property recommendations, highlighting specific homes, and supporting targeted follow-up. image: https://www.sierrainteractive.com/wp-content/uploads/2022/07/Website-Preview-V2A.jpg --- [Skip to content](https://help.sierrainteractive.com/helpcenter/sending-personalized-property-recommendations-to-your-leads-directly#main-content) [Contact Support](https://help.sierrainteractive.com/helpcenter/kb-tickets/new?hsLang=en) [![Sierra Interactive logo](https://help.sierrainteractive.com/hs-fs/hubfs/sierra%20interactive%20logo.png?width=250&height=34&name=sierra%20interactive%20logo.png)](https://help.sierrainteractive.com/helpcenter?hsLang=en) - [Sierra CRM Login](https://client.sierrainteractivedev.com/login.aspx?sn=sierrainteractive.com) - [Sierra Support](https://share.hsforms.com/1-PkIvKPkRJ2Oe4iP28LPugcrxj0?__hstc=240356316.ca34a03f98730f420ad639300528f2a2.1764955183725.1783970890126.1783975123568.351&__hssc=240356316.31.1783975123568&__hsfp=3cbed2008eb4c720102b6f72b9dd6767) - [Training & Learning](https://info.sierrainteractive.com/live-training-learning-opportunities) Show submenu for Training & Learning - [Sierra Academy](https://info.sierrainteractive.com/sierra-academy) - [Live Training Sessions](https://help.sierrainteractive.com/helpcenter/join-live-training-sessions-explore-sierra-learning-resources) Show submenu for Live Training Sessions - [Tuesdays 11AM ET](https://us02web.zoom.us/j/81520282538) - [Wednesdays 1:30PM ET](https://us02web.zoom.us/j/84246589732) - [Fridays 3PM ET](https://us02web.zoom.us/j/86964951435) - [Sierra YouTube Channel](https://www.youtube.com/@sierrainteractive/featured) - [Sierra Facebook Mastermind](https://www.facebook.com/groups/sierrainteractive) - [Referral Dashboard](https://www.sierrainteractive.com/customer-referral-dashboard/) - [Operations & Closures](https://info.sierrainteractive.com/sierra-interactive-observed-holidays) - [System Status](https://status.sierrainteractive.com/) Open main navigation Close main navigation - [Sierra CRM Login](https://client.sierrainteractivedev.com/login.aspx?sn=sierrainteractive.com) - [Sierra Support](https://share.hsforms.com/1-PkIvKPkRJ2Oe4iP28LPugcrxj0?__hstc=240356316.ca34a03f98730f420ad639300528f2a2.1764955183725.1783970890126.1783975123568.351&__hssc=240356316.31.1783975123568&__hsfp=3cbed2008eb4c720102b6f72b9dd6767) - [Training & Learning](https://info.sierrainteractive.com/live-training-learning-opportunities) Show submenu for Training & Learning - [Sierra Academy](https://info.sierrainteractive.com/sierra-academy) - [Live Training Sessions](https://help.sierrainteractive.com/helpcenter/join-live-training-sessions-explore-sierra-learning-resources) Show submenu for Live Training Sessions - [Tuesdays 11AM ET](https://us02web.zoom.us/j/81520282538) - [Wednesdays 1:30PM ET](https://us02web.zoom.us/j/84246589732) - [Fridays 3PM ET](https://us02web.zoom.us/j/86964951435) - [Sierra YouTube Channel](https://www.youtube.com/@sierrainteractive/featured) - [Sierra Facebook Mastermind](https://www.facebook.com/groups/sierrainteractive) - [Referral Dashboard](https://www.sierrainteractive.com/customer-referral-dashboard/) - [Operations & Closures](https://info.sierrainteractive.com/sierra-interactive-observed-holidays) - [System Status](https://status.sierrainteractive.com/) - [Contact Support](https://help.sierrainteractive.com/helpcenter/kb-tickets/new) Search Help Center - There are no suggestions because the search field is empty. 1. [Help Center](https://help.sierrainteractive.com/helpcenter?hsLang=en) 2. [Lead Management](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en) 3. [Platform Tools](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#platform-tools) September 17, 2026 # Sending Personalized Property Recommendations to Your Leads Directly ## Send Personalized Property Recommendations Using Sierra Interactive's Suggest Listings. ### Overview Suggest Listings allows you to manually send property recommendations to leads. This is useful when you want to highlight specific listings, share off-market opportunities, or recommend properties outside of automated E-Alerts. You can suggest listings either by using an existing saved search or by creating a new property list directly from the lead profile. This guide walks you through: - [Suggesting listings from an existing saved search](https://help.sierrainteractive.com/helpcenter/sending-personalized-property-recommendations-to-your-leads-directly#existing) - [Creating a new listing suggestion](https://help.sierrainteractive.com/helpcenter/sending-personalized-property-recommendations-to-your-leads-directly#new) - [When to use listing suggestions vs automated alerts](https://help.sierrainteractive.com/helpcenter/sending-personalized-property-recommendations-to-your-leads-directly#when-to-use) - [Best practices](https://help.sierrainteractive.com/helpcenter/sending-personalized-property-recommendations-to-your-leads-directly#best) - [FAQs](https://help.sierrainteractive.com/helpcenter/sending-personalized-property-recommendations-to-your-leads-directly#faqs) - [Next Steps](https://help.sierrainteractive.com/helpcenter/sending-personalized-property-recommendations-to-your-leads-directly#next) --- ### Before You Start: Understanding Listing Suggestions Listing suggestions are manual emails sent directly to leads that contain selected properties. Unlike E-Alerts, listing suggestions: - Are sent one time - Allow you to hand-pick listings - Do not automatically send new matches - Can be created with or without saved searches --- ### Suggest Listings From an Existing Saved Search Use this method when your lead already has a saved search and you want to send selected properties from that search. #### **Step 1: Open the Lead** 1. Navigate to the CRM. 2. Open the lead profile (use the search button at the top of the homepage or Leads \> Leads Dashboard) #### **Step 2: Access the Saved Search** 1. Click the **Searches** tab. 2. Locate the saved search you want to use. #### **Step 3: Open Listing Suggestions** Under the **Actions** column: - Click the **List icon** to suggest listings via email. - Click the **Arrow icon** to view current search results.![searches\_tab\_suggest](https://help.sierrainteractive.com/hs-fs/hubfs/searches_tab_suggest.png?width=594&height=250&name=searches_tab_suggest.png) #### **Step 4: Adjust Search Criteria (Optional)** **If IntelliSearch Is Enabled** - Modify search filters if needed. - Select properties by clicking the **+** icon. - Click **Save and Continue** after selecting properties. **If IntelliSearch Is Not Enabled** - Modify search filters if needed. - Click **Submit** when finished adjusting criteria. - Select properties by clicking the **+** icon. - Click **Save and Close** after selecting properties.![suggest\_plus\_icon](https://help.sierrainteractive.com/hs-fs/hubfs/suggest_plus_icon.png?width=595&height=282&name=suggest_plus_icon.png) #### **Step 5: Send the Listings** Click **Email This List** when you are ready to send properties to the lead. ![suggest\_email\_list](https://help.sierrainteractive.com/hs-fs/hubfs/suggest_email_list.png?width=593&height=282&name=suggest_email_list.png) --- ### Create a New Listing Suggestion Use this method when you want to recommend listings outside of existing saved searches. #### **Step 1: Open the Lead** 1. Navigate to the CRM. 2. Open the lead profile. #### **Step 2: Create a New Suggestion List** 1. Click the **Suggest** tab. 2. Click **Add List**.![suggest\_add\_list](https://help.sierrainteractive.com/hs-fs/hubfs/suggest_add_list.png?width=670&height=259&name=suggest_add_list.png) #### **Step 3: Build Search Criteria** Apply filters such as: - Location or map area - Price range - Property type - Beds and bathrooms - Additional listing filters #### **Step 4: Select Properties** **If IntelliSearch Is Enabled** - Select properties by clicking the **+** icon. - Click **Save and Continue** after selecting properties.![suggest\_plus\_icon](https://help.sierrainteractive.com/hs-fs/hubfs/suggest_plus_icon.png?width=670&height=317&name=suggest_plus_icon.png) **If IntelliSearch Is Not Enabled** - Click **Submit** when finished adjusting criteria. - Select properties by clicking the **+** icon. - Click **Save and Close** after selecting properties. #### **Step 5: Send the Listings** Click **Email This List** when ready to send properties to the lead.![suggest\_email\_list](https://help.sierrainteractive.com/hs-fs/hubfs/suggest_email_list.png?width=670&height=318&name=suggest_email_list.png) --- ### When to Use Listing Suggestions vs E-Alerts | **Use Listing Suggestions When** | **Use E-Alerts When** | | --- | --- | | You want to highlight specific properties | You want listings to send automatically | | You are following up after a conversation | You want ongoing listing updates | | You want to share off-market or unique opportunities | You want to capture new listing matches | | You want to personalize outreach | You want automated engagement | Both tools can be used together to maintain consistent lead engagement. --- ### Best Practices - **Personalize the Recommendation:** Use listing suggestions when you want to demonstrate that you understand a lead’s preferences. - **Use Suggestions as Follow-Up Touchpoints:** Sending hand-selected listings is a strong reason to reconnect with leads and start conversations. - **Combine With Automated Alerts:** Automated alerts keep leads engaged long-term, while listing suggestions allow for targeted outreach. - **Review Listings Before Sending:** Always confirm listings match the lead’s preferences and timeline before sending. --- ### FAQs - **Do listing suggestions replace E-Alerts?** No. Listing suggestions are one-time recommendations. E-Alerts automatically send new listing matches over time. - **Can I suggest listings without creating a saved search?** Yes. You can create listing suggestions directly from the **Suggest** tab. - **Can leads reply to listing suggestion emails?** Yes. Listing suggestion emails are designed to encourage lead engagement and conversation. - **Can I edit a listing suggestion after sending it?** No. Once listings are emailed, they cannot be edited. You can create and send a new suggestion list if needed. - **Will listing suggestions trigger automated alerts?** No. Listing suggestions are separate from saved search alerts and do not change alert settings. --- ### Next Steps Consider completing one of the following: - Send listing suggestions to an active buyer lead - Set up an automated E-Alert for ongoing listing updates - Review saved searches to ensure lead preferences are current - [Getting Started with Sierra](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#main-content) - [Orientation & Approvals](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#orientation-approvals) - [Activate Your Sierra Dialer](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#activate-your-sierra-dialer) - [CRM Setup](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#crm-setup) - [Connect Your Data](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#connect-your-data) - 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E-Alerts automatically send new listing matches over time." }, "name" : "Do listing suggestions replace E-Alerts?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "Yes. You can create listing suggestions directly from the Suggest tab." }, "name" : "Can I suggest listings without creating a saved search?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "Yes. Listing suggestion emails are designed to encourage lead engagement and conversation." }, "name" : "Can leads reply to listing suggestion emails?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "No. Once listings are emailed, they cannot be edited. You can create and send a new suggestion list if needed." }, "name" : "Can I edit a listing suggestion after sending it?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "No. Listing suggestions are separate from saved search alerts and do not change alert settings." }, "name" : "Will listing suggestions trigger automated alerts?" } ] } ```