Create a Saved Search For A Contact
Once your Command Agent Site is live, you can create a Saved Search for any of your contacts. With Saved Searches, you can set a range of search criteria, for an area your client is interested in, and the system will automatically send an email to your client whenever there is a new or updated listing in the area that meets that criteria.
To learn how to create a Saved Search for your contacts, follow the steps below:
For the initial roll-out of the Command Agent Sites, you are limited to being able to create one Saved Search per contact. Your clients can log in to your site and create multiple Saved Searches.
The first time the system sends your contacts an email with new or updated listings, they will be prompted to create an account, where they can view, create, or edit their Saved Searches.
1. Log in to https://agent.kw.com with your Keller Williams login credentials.
2. Click the Contacts icon, , on the left sidebar.
3. Find and select the contact you want to add a Saved Search for.
4. Click the Saved Searches tab, at the top right of the contact record.
5. Click Create Saved Search. Your contact can create multiple Saved Searches through the site, but you can only create one Saved Search per contact.
6. Use the form to set the criteria for this Saved Search.
If you need to change the email address attached to this Saved Search, you must leave the form, edit the contact's primary email address, then create the Saved Search.
7. Click Create, at the bottom of the form, when ready.
