Saved Searches

Saving Search Criteria 

  1. Run a Go to the Map tab OR the Results tab.
  2. Click on Save on the Button Then click New Saved Search.
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  3. Fill in a Search Name, then click Save. [Note: Attaching the search to a prospect is optional. However, you can attach the search to a prospect and convert it into an auto-email at a later ]

If you wish to have the saved search appear in the My Favorite Searches widget on the homepage, check the Enable as Favorite Search on Home tab box. You can enable up to 10 saved searches to appear on the homepage.

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Running a Saved Search

If your search appears in the My Favorite Searches widget on the homepage, click the search name.

OR

Mouse over the My Matrix tab, and click Saved Searches.

From within the list, click the saved search name, then click Results.

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Working with Saved Searches

  1. If your search is within the My Favorite Searches widget, click the Manage link next to its

OR

Mouse over the My Matrix tab, and click on Saved Searches. Then click the search name.

  1. Use the following buttons to affect the saved search:

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Settings

Takes you to the Save Search screen, where you can type a new search

name/description, attach the search to a prospect or enable the search to show in your My Favorite Searches widget.

Criteria

Allows you to make changes to your search parameters.

Results

Allows you to run a search based on your current parameters.

Date Since

Produces search results since that last time you ran the search.

Market Update

Allows you to view new and updated listings for one to ten saved searches at one time. Use the most recent timestamp or set your own date.

Delete

Deletes the saved search.

 

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