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'View contact's saved searches' has been merged into this idea

Consumer App and Websites: Agent Sites

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Allow Agent to View Consumer Created Saved Searches

Many other CRM's allow you to view your client's saved searches. This is vital to understand what homes your clients are seeing. We also need a BCC feature on saved searches so we get notified when a client gets notified of a new home in their search parameters.

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  • Laith Henke commented  ·   ·  Report

    In comparison to MLS 3rd party software's a big gap to close per optimal functionality, metadata manipulations and an interactive platform. In a state like South Carolina (Upstate SC market area with 3-4 MLS and bordering NC and GA) this MLS integration is paramount to the consumer experience and the agent efficiency output likely immeasurable. No body wants numerous portals for property searches in a 60 mile radius. Look forward to seeing this enhancement rollout. Hopefully both significant and grand.

  • Jasmin Bradley commented  ·   ·  Report

    Please help with this asap. I came from using BRIVITY and this was one of the features I used the most. Its important because I can send clients homes from my CRM and not from the MLS website. I MUST be able to see what Im sending clients and what they are viewing the most so that I can better serve them.

  • Paul Gehrett commented  ·   ·  Report

    To be able to view the search criteria for saved searches created by the client.

  • Max Willett commented  ·   ·  Report

    When creating a saved search for a client, it would be far more practical if agents could view the properties included in the search results. Currently, while the search appears in Command, there's no option to click through and see the specific homes being sent to the client

  • Daniel Stocker commented  ·   ·  Report

    Sometimes clients say they do get emails so it would be great if I knew or could see when they go out!

  • dougspicher commented  ·   ·  Report

    Related, these emails could use a design and content rework 😀

  • Shannon Heim commented  ·   ·  Report

    Ability to be able to see what emails are being sent to a prospect. There is no way to see what listings are being sent to a client.

  • LABS Team commented  ·   ·  Report

    BCC the agent on any saved search trigger for your clients is a vital feature to have an idea what your client is seeing and when they are seeing it. Many other CRM's offer this feature.

  • LABS Team commented  ·   ·  Report

    It is very useful when a client is searching in a broad area, there are times where the search parameters have too many listings or very few. It's extremely helpful to see the amount and type of listings per search so you can revise them if needed.

  • LABS Team commented  ·   ·  Report

    When saved searches are set up, the agent or team account also gets the same email the client gets.

  • LABS Team commented  ·   ·  Report

    Please give us the ability to see the results of the saved search we have set our client up on.

  • LABS Team commented  ·   ·  Report

    Currently agents are unable to access any details on saved searches created by clients / contacts within the app. It would be great if agents were able to click on the saved searches and access the full criteria saved by the contact / client