Need to update the search criteria on one of your client's searches? Follow the steps below to discover how.
Agent Created Search
1. Go to Contacts, then View/Manage Contacts.
2. Click on the contact whose search you want to edit.
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3. On the left-hand side, click Buyer Activity then the search name. 4. Click Edit Search. |
5. Update your search criteria. Then click Save Search then Save Search.
6. Click Save.
7. A green success message will appear in the top right once saved. Click the 'X' on the sub-tab to return to contact record.
Client Created Search
When editing your client's created search, you will be redirected to the Collaboration Center search. This allows you to edit the search with the same tools and fields available to the buyer.
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Go to Contacts, then View/Manage Contacts.
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Find your client and click View.
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The client's Collaboration Center will open in Agent Mode. Click Menu (
), then
.
- Click View on the saved search card.
- Click Filter (
) to open the search criteria.
- Modify the search criteria such as location, price range, and property features to reflect your client's updated preferences. Then click Apply.
- Click Save (
) to apply the updates. These changes will immediately reflect in the client's Collaboration Center. Any matches that no longer meet the criteria and are marked as a Favorite or Possible are moved into Preserved Matches.