How to Invite Collaborators to join your Saved Search:

After creating your Saved Search (see: How to Create A Saved Search) you will see all the listings within your search criteria. You can now share this Search with a client and invite them to collaborate. When you invite someone to a Saved Search that person will receive an email notification with a link to view the results. Once they accept they will then begin getting alerts when new listings are added. 

Step by Step:

  1. Go to the Menu on the right side.
  2. Select Saved Searches to view a list of all the searches you have created or have been shared with you
  3. Locate the Saved Search you wish to invite a collaborator to
  4. Select the Collaborator icon from the top menu
  5. Enter the email addresses of each person you wish to invite
  6. Once all have been selected, click the Invite button (notification emails will be sent to each collaborator)

How to Invite Collaborators to join your Collection:

  1. Go to the Menu on the right side.
  2. Select Collections to view a list of your collections or your client's collections
  3. Locate the Collection you wish to invite a collaborator to
  4. Select the Collaborator icon from the top menu
  5. Enter the email addresses of each person you wish to invite
  6. Once all have been selected, click the Invite button (notification emails will be sent to each collaborator)

Congrats on sharing your first Saved Search and Collection with a client!

Don't forget to Log in to your CRM and Import Your Leads to fully track your sales funnel and convert more leads!

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