saved_searches
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saved_searches [2018/07/18 20:54] brittany [Create a saved search] |
saved_searches [2018/08/20 19:21] brittany |
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| If a lead has multiple saved searches, the property update emails will be combined only if the notifications are set to the same frequency. | If a lead has multiple saved searches, the property update emails will be combined only if the notifications are set to the same frequency. | ||
| - | =====Alternate way to create a saved search===== | + | =====Creating a Super Saved Search===== |
| - | Another way to create a saved search is to click the "Create Saved Search" button on the top of the screen. | + | If your lead is interested in having a saved search based on a field that is not on the advanced search, you can log into the lead's account from the CRM and save the search for them. Your leads will not be able to see the **Super Saved Search** so you will need to set it up for them. |
| - | {{::createsavedsearchyas.jpg?700|}} | + | |
| + | {{::sss.jpg?700|}} | ||
| - | After selecting the criteria of the saved search, the lead will be taken to their saved search page with the new saved search they created. | + | Here is the full walkthrough: |
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| + | <html><iframe width="560" height="315" src="https://www.youtube.com/embed/8Nl7hlatfTM" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen></iframe></html> | ||
| =====Familiarize yourself with the Lead's Dashboard===== | =====Familiarize yourself with the Lead's Dashboard===== | ||
saved_searches.txt · Last modified: 2020/05/28 20:25 by michaels
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