Sharing a Saved Search with Clients | Perchwell Help Center

Sharing Saved Searches in Perchwell

Open Settings: Access the settings on the saved search you wish to share.
Adjust Contacts: Scroll to the Added Contacts section to update associated contacts and set visibility preferences.
Enable Access: Toggle on the option for contacts to view and edit the search.
Save Changes: Once saved, clients will be able to view these saved searches in their Perchwell accounts. (Note: Clients must be invited to Perchwell to access saved searches.)

Select Listings: Check the boxes next to the listings you wish to share from your saved search.
Generate a Report: In the multi-select window at the bottom of the page, click Report.
Choose Report Type: Select the report type (e.g., Listing Report) to share with your client.
Share with Client: Follow the report steps and share it with the client.

Note: When a report is shared via email, clients can click on listings to be directed to an external listing detail page.

Here are a couple of tips for managing your Saved Searches:

Proactivity: After your client has found their home, we recommend removing them from the saved search to prevent them from receiving further alerts or communication about the search.
Maintain Organization: delete saved searches that are no longer required.
Adding Contacts: To give a client access to a Saved Search, you need to add them as a contact. You can add contacts to any search, which allows the client to view the saved search once they've been invited to Perchwell.