What a saved search includes
A saved search keeps your search setup in one place so you can reuse it anytime.
What it saves:
Your selected filters
Your sorting
Your search layout settings
Your alert settings (if enabled)
How you can use saved searches:
Reopen the same search setup without rebuilding it
Share a search with a client or internal audience
Turn on alerts for new matching listings
Set one search as your template for future searches
Open a saved search from Search
Open the Saved Searches dropdown to find and run an existing saved search.
Steps:
Go to Search
Click Saved Searches
In the pop-up, scroll the list or use the search bar to find a saved search
Click the saved search name
Use the actions in the Saved Searches dropdown
Use the shortcut icons next to a saved search to manage it without opening the full settings.
Search Settings
Update sharing and permissions
Review and update search details
Duplicate Button
Make a copy of any of your Saved Searches
Open Contacts
Immediately open up your contact list
Sort saved searches to find what you need
Change the sort order in Saved Searches to surface the searches you use most.
Available sort options
Recently Created
Recently Updated
Recently Viewed
Alphabetical order
Manage sharing, permissions, and alerts in Search Settings
Open Search Settings to control who can access the search and whether alerts are active.
Open Search Settings
Steps:
Open Saved Searches
Find the saved search you want to manage
Click the Saved Search Settings icon
Control whether clients can edit the search
In Saved Search Settings, toggle Allow added contacts to see and edit this search
Click Update
If editing is enabled, client edits create a new saved search under the client’s account. Your original saved search stays the same.
Enable alerts
Steps:
In Search Settings, enable Alerts
Choose the alert Frequency and notifications (who will receive the alert)
Click Save
Alerts apply only to future matching listings.
Add a contact to share a saved search
Add a contact when you want a client to access your saved search.
Steps:
Open the saved searches
Click the Contacts dropdown
Select an existing contact or create a new one
Clients must accept the invitation before they can access the search.
Set a template search
Set one saved search as your template so new searches start with your preferred setup.
Steps:
Open Saved Searches
Click the Star next to the saved search
Only one template search can be active at a time.
Delete a saved search
Delete a search when you no longer need it.
Steps:
Open Saved Searches
Search and click for the saved search you want to delete
Click Delete
Confirm deletion
Deleted searches cannot be recovered.
Save changes to a saved search
Click Update after you change settings so your updates apply to that saved search.