Editing an Automatic Search
The fastest way to access and edit your Saved Searches is through the Prospecting Manager shortcut [magnifying glass w/ clock].
In this view, you can use the Saved Search Type menu to choose between your Automated-Active, Automated-Expired, and Manual searches. The Edit pencil gives you instant access to editing abilities per search, or you can use the buttons across the top for more actions:
- Start a new search
- Create email templates
- Extend expiration dates beyond 180 days
- Match Sellers’ property listings with interested Buyers, a.k.a reverse prospect
- Delete searches
- Seek help
Don't forget, when editing a search, you are presented with 4 options:
a. Add a client (optional)b. Review/change search criteria (optional)c. Name the searchd. Set a status - Manual or Automatic
When kept Manual, this search will be saved, but run this one time only to produce a singular set of results. You can revisit the search later to run it again, if/when needed.
When changed to Automatic, a second area will appear to specify frequency and communication preferences. Note: You will only be presented with options for messaging only if you selected a client in the first step.
Agents should speak with their clients to discuss if they would like this search run weekly, daily, or in real-time. Each selection will provide its own submenu for further detail [pictured below].
Both daily and weekly selections offer the ability to choose what you'd like the search to do upon saving.
All searches connected to a client will also have "Send notification to the client when the search runs" ON by default. You can uncheck this.
Related Articles
Automatic/Prospecting Search
To save an Automatic/Prospecting search, begin by clicking on the Search icon. Add the Search fields and/or fill in the search criteria that you wish to save. If you would like to add additional search fields to your saved search/template, click the ...Automatic Searches Widget
After performing a property search from connectBLC, you may save the search and set it to run automatically. Search results for your automated searches are posted on the My BLC Home Page. Click the search Results Number to view the automated search ...Saved Search Concierge
After creating a search, go to Results. Click "Save". To prescreen listings prior to delivery to your client: 1. Select the Client Name 2. Create the Search Name 3. Choose "Automatic Search" 4. Choose the expiration time and notification prompt time ...How To Automate A Search for Myself
After running your search with preferred criteria, choose the Save icon. Change the status of the search from Manual to Automatic. Complete the form according to your preferences; ensure you select "Send me a notification when the search runs" if ...How To Automate A Search for Myself
After running your search with preferred criteria, choose the Save icon. Change the status of the search from Manual to Automatic. Complete the form according to your preferences; ensure you select "Send me a notification when the search runs" if ...