User Tools

Site Tools


quick_login

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
quick_login [2018/08/03 20:19]
lars
quick_login [2019/06/21 17:54] (current)
michaels Add images and updated doc text
Line 3: Line 3:
 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. 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.
  
-{{ :quick-login-control.png?​nolink ​|}}+{{:login_as_user.png |}}
  
  
 ===== Advanced Saved Searches ===== ===== Advanced Saved Searches =====
  
-To create saved searches based on advanced criteria, use the "​Create 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.+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. 
 + 
 +{{:​super_saved_search.png |}} 
 + 
 + 
 +You can stack filters to create a specific search for your leads by selecting the boxes on the left. 
  
 {{ :​uberform-in-site.png?​nolink |}} {{ :​uberform-in-site.png?​nolink |}}
  
-After you specify the search criteria, click **Create Search**. The page will update and you will see the new search in the Saved Searchs ​list.+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.
  
 {{ :​saved-search.png?​nolink |}} {{ :​saved-search.png?​nolink |}}
quick_login.txt · Last modified: 2019/06/21 17:54 by michaels