Add a Saved Search for a Lead

While your clients can manage their searches and properties themselves, there may be times when you want to add additional searches for them.

Save searches for your clients to demonstrate the value of working with a Realtor who can provide direct access to accurate and timely listing data.


Start by clicking on the Leads button in the main menu, Leads in the submenu, and Manage from the drop-down menu.


All of your leads are stored here. You can see which leads already have saved searches by viewing the column labeled (short for Saved Search). To view the details of a lead’s Saved Searches, you can click on the number displayed in the S column, or click the Edit icon under the Tools column and then clicking the Saved Searches tab.


To add a new saved search or edit an existing one, click the Add/Edit Saved Searches button at the bottom of the screen.


Here, you will see all of the lead’s Saved Searches in a table. To add a new saved search to this list, click the Add Saved Search link above the top right corner of the table.


Choose which type of IDX Search page you would like to use to build this Saved Search. You can choose any IDX Search Page you have created in your IDX Page Links. Once you have selected the search form you would like to use, click Next Step.


Your search form will display in this step. Using the fields provided, fill out the search form with your criteria. If you would like to get an idea of what your results will look like before you save you search, click View Results in New Window. A new browser window or tab will display your search results.

When you are happy with the search criteria you have selected, click Next Step.


Enter in a name for the saved search, and leave the Receive Updates? box checked if you would like the lead to receive email updates for new listings matching this saved search. Finally, click Save Changes.


That’s it. Congratulations, your new saved search is in this lead’s account and they can receive listing emails based on this search!

Lesson tags: lead
Back to: Lead Management