Add a saved search

Add a saved search

In this help file, you will learn how to create saved searches in the software. If you regularly perform a specific search, this will save you time.

  • Open the search form for the module you want to search in (Listings, Contacts, Leads)
  • For Listings, go to "Listings" and then "Search Listings"
  • Set the criteria for your search, and click the "Search" button
  • Once your search results load, click the "Save Icon" at the top of the page
  • You will now be on the "Add Saved Search" page
  • You can also add and remove different columns of information as needed
  • Complete the required fields and click "Save"