My Defaults Settings

My Defaults Settings

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.

    • Related Articles

    • Settings Overview

      In this area you can personalize connectBLC by managing your contact information, uploading a personal photo, changing your password, and more. You can change the defaults in connectBLC to present the data/information in a way that best meets your ...
    • Miscellaneous Automated Search Settings

      Here you can select additional defaults to suit your prospect preferences. Select Settings from the Settings and Sign-Out menu on the upper right hand corner of the navigation menu bar. Click the Prospecting Defaults link under My Defaults.When the ...
    • Listing Email Preference Settings

      Here you can choose whether or not you would like to be BCC’d on all searches/outbound emails. Select Settings from the Settings and Sign-Out menu on the upper right hand side of the navigation menu bar. Click the Search & report defaults link under ...
    • Default Listing Report Settings

      In this section, you can select a Default Listing Report view for each property type that you search. Select Settings from the Settings and Sign-Out menu on the upper right hand corner of the navigation menu bar. Click the Search & report defaults ...
    • Default Report Footer Settings

      This page lets you choose what information will be displayed at the bottom of a listing report. Select Settings from the Settings and Sign-Out menu in the upper right hand corner of the navigation menu bar. Click the Search & report defaults link ...