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Guide to Sharing a Saved Search
Guide to Sharing a Saved Search
Updated over 10 months ago

Introduction

Sharing saved searches is a streamlined process that promotes efficiency and collaboration between you and your clients. When you share a saved search, your client can view the listing, modify it as needed, and receive alerts when new listings that match the search criteria are added.

Understanding Saved Searches

In the Saved Searches section, you can manage all your saved searches. You'll find options to Add Contact, Enable Alerts, adjust Search Settings, select a Base Template, and Delete saved searches.

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.

Locating a Saved Search as a Client

In Perchwell

A client needs to accept an invitation to Perchwell to access a Saved Search. After logging in for the first time, the client's Search page will show Active Listings in their general area by default. By selecting the Saved Search option, they can find the saved search you've shared with them.

Via Email Alerts

When alerts are activated for a saved search, you or your client will receive an email notification whenever new listings that match the search criteria are added. For clients who haven't been invited to Perchwell, the email will contain hyperlinks.

Editing Saved Searches

When a saved search is edited, the 'Owned By' field will update to reflect the person who made the most recent changes.

Best Practices

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

  1. 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.

  2. To maintain organization, delete saved searches that are no longer required.

Need Help?

For further assistance with sharing a saved search, our support team is always available to assist. You can reach out by selecting the chat box in the bottom left-hand corner or emailing us at support@perchwell.com.

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