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 you'd like to be contacted.

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• 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 ...

• 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 ...

• 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 ...

• How Do I Disable My Clients Auto Email Search?

  If your client wants to turn their search off temporarily, you can update their auto email to a manual search instead of completely deleting it from the Prospect Manager. This action will retain the search affiliated with the client while disabling ...

• Does a client-created search include automated emails?

  No. Your client can use the Search Listings tab in their Client Portal to create and save their own searches. However, this only saves the search to the Portal and does not provide an email option back to the client. Your client can click on the My ...