A short tutorial (quick tip) that shows how to access, customize, and share the 2025 Trend Report template inside the Marketing Center (mycbdesk.com). The speaker emphasizes compliance with the Telephone Consumer Protection Act (TCPA) when contacting consumers, then walks through finding the Trend Report (search or Campaign → Coldwell Banker Global Luxury), customizing agent/front/back page fields (pulled from profile but editable), creating the document, and sharing via PDF download, publish-on-web, embed code, or shareable link.
Chapters
We appreciate you being here since this program is optional and discusses best practices for your consideration. If you are thinking of adopting any of them, please make sure to review the requirements in your area or region with your broker, branch manager, or manager, including those related to contacting consumers. We do want to highlight the importance of the Telephone Consumer Protection act, better known as tcpa. The general rules are that it's okay to call people if the person recently gave you their phone number, but remember to check the DNC lists regularly if they haven't spoken to that person or contacted the lead in a while. You will also want to check the DNC lists anytime you don't have express permission. Automated calling and texting platforms should never be used. Pre recorded messages and artificial voices should never be used. You will be personally liable for any violations of the tcba. Starting from mycbdesk.com navigate to the Marketing center tile. Click on Templates on the left side menu. There are a few different ways to find the Trend Report template. There is a search bar at the top of the page. Simply type in Trend Report or you can navigate to Campaign and select Coldwell Banker Global Luxury. Next, scroll down to find the 2025 custom trend report. Please note there are both print and digital versions. Select the template, click on Use Template and rename the template under Save as. Finally, click Create Document. Once the template loads, you will see the COVID page which can be customized with your name. Click on Agent Name and add your first and last name. Navigate and view all pages on the left side of the screen. The back page also allows for customization. Name title, license number and contact information are available to customize Sam. Please note these details are pulling from your profile, however you can make any changes. Once the front page and back page have been customized, navigate to the top right corner and select Share. There are many options for sharing. First we will select PDF and download. This will download the standard PDF for you to email, print or share with clients. There is also the option to share online. Select Share in the top right corner, then Publish on the web and embed on a website. Marketing center will generate a code for you to embed on your website. Once the code has finished generating, copy and paste the code and share with your website designer or add to your website. Finally, navigate to Share and select Publish on web. Marketing center will generate a standard or custom link to share on social websites via email, etc. Sa.
