Saved Listing Search update (+ Board change disclaimer)

Updated :

In order to adjust the Saved Listing Search criteria, please follow the steps below:


1. Open your CRM, find the lead you want to edit the search for, and click on their name.

2. Find the Saved Listing Search Section, and click on the Edit button next to it.


3. Adjust the filters.

NOTE: In case you're seeing no results and you've recently changed your board, please pay attention to the third column. Next to Type of Home (most often, but this can be applied to other filters as well), you may see Nothing Selected, as filter criteria vary from feed to feed.

If you try to Apply/Update filters while this remains unchanged, you'll get an error notification from the System. Please click on Nothing selected to load the drop-down menu and select the type of home you want this lead to start receiving.


Video instructions can be found below.


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