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 drop down, 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:
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.
To maintain organization, delete saved searches that are no longer required.