Automatically Add Client to Saved Search
I would like the ability to have some automation in adding clients to a saved search. This is probably a multi part set up. If a contact were to fill out my open house sign in sheet, I would like an option on that sheet for them to Opt In to receive a saved search for that type of property they are viewing that day. Now I would like to have the ability for a saved search to be created for that type of property in that city/zip code. This removes the manual function of having to create that saved search and the client to that. This could also work for a lead that has come in from the agent site when they ask for more about the property, they would have the option to opt in on a saved search that is based off the property they are asking about.
Vincent Catapano
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