To Create and Load a Saved V2 Search

When using the V2, you can now create and save searches to use in the future. This is useful if you create the same search multiple times, and instead of recreating it each time, you can have it saved.  Then all you need to do, is select the search whenever you need to use it.

How to Create a Saved Search - Video Tutorial

How to Load a Saved Search - Video Tutorial

To get started login to your CRM

Find a lead you need to create a V2 search for

Now click on the Email Campaign tab and add the lead to the Buyer Lead campaign.

If the lead has already been assigned to the campaign, just click on V2

Now click on the V2 button.

HOW TO CREATE THE SAVED SEARCH

Add in all of the necessary filters that you would like for the search. Once you are done, click on Save This Search

HOW TO CREATE THE SAVED SEARCH

You now have the chance to enter in the name for the search. You will see the name will already be, pre-populated with the filters you have added in, but you can simply highlight and delete what is there and give the search your own name.

Next you will need to select if this search is available just to you, or everyone in your company. The "everyone in your company" is for those who have an account and have subusers in the account.  The "company" would be everyone under that main user account.

Now click on Save.

The system will let you know that the search has been saved.  Click on OK

HOW TO LOAD A SAVED SEARCH

If you have a lead in the system, and would like to use a Saved V2 Search, please click on the leads name.

HOW TO LOAD A SAVED SEARCH

Now click on the Email Campaign tab and add the lead to the Buyer Lead campaign.

If the lead has already been assigned to the campaign, just click on V2

Now click on the V2 button.

Click on the Load Saved Search option

Find the desired saved search from the drop down menu and then click on Load This Search.

Press on OK to load the search.

Now choose between Save & Email All and Save & Email Only New Listings.

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