Download Reference Guide - Heartland Multiple Listing Service

 To Save a Search The Save Button allows you to save your current search criteria so that you can quickly run the search again at any time. The Save button is located just below the search results to the right of the Discard Button. The steps to save a search are described on the next page. (Note: Saving a search is the first step in creating your Market Updates. The Saved Searches are stored in Saved/Automatic Searches section of My Matrix. How to use the Saved Searches as Market Updates is described in detail in Chapter 15 Saved Searches/Market Updates.) Steps to Save a Search: After your search is complete and you want to save the last search executed: 1) Click on Save and the Save Search Criteria text box will appear. 2) Type the name for this Search in the Search Name box. 3) Type in a Description of this search in the Description box. (The description is an optional field) 4) Primary Email Contact (optional) – If you have stored contacts in Matrix, the “Primary Email Contact” option will be displayed. You can now attach the saved criteria to a contact. To attach this search to a contact: a. Click on the down arrow next to the Primary Email Contact. b. Click on the name of the contact to whom you want to attach this search. 5) You can designate up to 10 saved searches as “Hot Searches” that will appear on the Home Page each time you log on to Matrix. This make it easy to quickly get market updates for your most active searches each time you log on to Matrix. To designate this search as a Hot Search, click to place a check mark next to “Enable as Hot Search on Home tab” 6) If you want to set up this contact for Auto Email, click on the Enable Auto Email button. (See Chapter 15 for more details.) 7) Leave the Reverse Prospect box checked if you want the search available for Reverse Prospecting (see Chapter 17 for more details). Leaving the box checked will make it easier for other agents to contact you regarding properties that match your Buyer’s search criteria. However, if you do not want to participate, click the check box to remove the check mark. 8) In the Subject box, type in what you want to appear on the subject line of the emails. 9) Select which display you would like to send the client by clicking on the down arrow and selecting a report. 10) Type whatever message you want to appear in the body of the emails in the Message box. Click the “Check Spelling” link if you want to run the spellchecker on your message to check for errors. 11) Select a Schedule for when you want the Auto Emails to go out.