Send your Client the Current Search Results

• Staff
• March 4, 2010
• Guides, Real Estate CRM
• idx website, managing leads
• 0 Comments

It is now possible to send the current results to your client, of a recommended Search you are creating. This option will send an immediate Alert, with the current results, as well as set up a repeating Just Listed Email Alert.

To use this feature:

1. Select the LEAD you want to work with.
2. Go to SAVED SEARCHES tab
3. Create a new Recommended Search (link on right side of page)
4. Create Search an Modify as necessary
5. When ready, click the SAVE SEARCH Button at the top of the Search Results panel.
6. On the next POP UP, choose the option to “Send Alert Now” to your client!