Viewing a Lead's Saved Searches and Favorite Properties [Classic]

Katherine Ramirez Updated by Katherine Ramirez

This article will show you how to view a lead's saved searches and favorite properties from the Placester CRM.

Accessing the CRM on Mobile

Placester CRM is now mobile-friendly and can be accessed on Mobile devices. Now, it's easier to edit Lead/Contact details anywhere as long as you have your mobile phone with you.

Once you log in on your mobile browser, click the trigram symbol ☰ on your dashboard, click CRM on the drop-down menu and it will bring you to a page where you can view your leads.

Next, click on the lead's name or email address within the Leads panel to view their lead profile. Click your lead's name/email and you will get to the page where you can see their info. Click Saved Searches > click the arrow next to the property type t0 see more listing criteria.

You can also change the frequency of the email notification you can click the arrow down and change it to None, Daily, and Weekly.

To edit or remove a saved search, click the 3 dots next to the date saved.

To start, you will want to go to the Placester CRM. When logged into the backend of your account, click CRM on the top of your dashboard.

Next, click on the lead's name or email address within the Leads panel to view their lead profile.

Towards the bottom of the Lead Profile, you'll see the Saved Search and Fav. Listings tabs. This is where you can view your lead’s saved searches and favorite listings.

Saved Searches

A lead can save any search and opt to receive daily or weekly notifications with listings that fit the search criteria that they had saved.

Save_Search_.png

Within this section, you'll see the criteria of each search that has been saved. If you click on the information in the criteria section, it will bring you to the search page displaying what properties your clients have been looking at and saved the search for.

Keep in mind that one of the features included with the Placester CRM is the ability to create saved searches for your leads directly through the backend of your Placester account. To learn more about this process, click here.

Favorited Properties

Using their account on your live site, leads can also save properties to their favorites when viewing individual listings on your site.

save_to_favorites.png

You can view their favorited listings within the Listing tab, so that you can follow up with the lead about the properties they’re interested in.

Need More Help?

If you have additional questions about viewing leads' saved searches and favorited properties, let our support team know at support@placester.com. 

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How to View Your Leads [Classic]
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