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quick_login

Quick Login

You can log in to your website as one of your leads by clicking the Login As User button on the top right in the CRM. You will be taken to the lead's Saved Searches list in your website. At the top of the page you will see a small banner at the top of the page. Now that you're logged in, you can use the site as if you were the lead.

Advanced Saved Searches

To create saved searches based on advanced criteria, use the “Create Super Saved Search” button in the Quick Login banner at the top of the page. This gives you access to all of the fields available from your MLS board.

You can stack filters to create a specific search for your leads by selecting the boxes on the left.

After you specify the search criteria, select how you would the results to sort by (Newest listing, highest price, etc), then click Create Search. The page will update and you will see the new search in the Saved Searches list.

quick_login.txt · Last modified: 2019/06/21 17:54 by michaels