This article will show you how to view a lead's saved searches and favorite properties from the Placester CRM.
Navigating to the Placester CRM
To start, you will want to go to the Placester CRM. When logged into the backend of your account, click on the Apps icon, and then click on “CRM”.
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.
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.
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.
Using their account on your live site, leads can also save properties to their favorites when viewing individual listings on your site.
You can view their favorited listings within the Fav. Listings 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 [email protected].