Great question! An agent has the ability to view the lead’s history by following these steps:
- Click on the leads name to enter the ‘Leads Detail’ Screen.
- On the next page, you will see an option for Activity, clicking here you will find the leads front end behaviour.
- You can further refine your filter by clicking on ‘Filter Activity’ (you may see the leads name populated in this bar).
Regarding your second question on saved searches, agents can view the listings results by refining their search and then clicking on ‘Map’. The properties you see on the map should reflect the search parameters that the agent has defined.
The map allows you to zoom in and see all of the property details, hovering over the price point tags provides more information on the properties.
If your agents require more information on the property, they can click on the picture and be taken to the front end listing result page.
You can also view the search once its saved, by selecting the name of the search, located below the trending search preferences.
Customer Success Manager