In this article:
You will learn how to add a client to a saved search and turn on client collaboration so they can view results and help refine criteria.
Open the saved search settings
Open the saved search you want to share so you can add contacts and enable access.
Steps:
Go to Search
Open the Saved Searches dropdown
Find the saved search you want to share
Click the Settings icon (pencil)
Add your client and enable collaboration
First add the client to the saved search, then turn on editing access.
Add a client to the saved search
Add contacts so your client can access the saved search.
Steps:
In the search settings window, scroll to Added Contacts
Click Add Contact
Select the client from your contact list
Turn on client access
Enable collaboration so your client can view results and refine filters.
Steps:
Turn on Allow added contacts to view and edit this search
Click Save
After you save, your client can access the saved search in their Perchwell account.
Tips
Keep collaboration helpful and avoid unnecessary alerts.
Remove a client from a saved search after a transaction is complete.
Delete saved searches you no longer use to keep your list clean.
Connect with our Support Team:
✉️ Email: support@perchwell.com
💬 Chat: Navigate to chat icon the bottom of the page to get in contact with our support team.