In this section of Settings, you can change your personal default settings for Prospecting defaults, Search & Report defaults, and Client Portal defaults.
- Prospecting Defaults: Specify key settings that will be used each time you create a prospect search. The settings here can be overridden when you create or change individual searches.
- Email Template Defaults: Message templates can be used to send personalized emails to your clients.
- Search & Report Defaults: Specify key settings that will be used each time you search for and view property listings.