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      Saved Searches

      This article will outline how to create and edit saved searches in your Sierra CRM.

      Shortcuts:

      Manage Saved Searches

      Saved Searches List

      New Saved Search

      Navigation

      To navigate to Saved Searches, click on the Saved Searches tab and then Saved Searches:

      Manage Saved Searches

      At the top of the page, you will notice that there are filters; Site, Agent Site, Saved Searches, and a search box. 

      • Site: This allows you to switch between multiple Sierra Interactive sites on the same account.
      • Agent Site: This allows you to select a specific agent site.
      • Saved Searches: This allows you to filter your list by 'All' or 'Favorites Only.'

      Saved Searches List

      Below the filters, you will see your saved searches. There are columns labeled: Updated, Search Name, ID, MLS, Property Type, Location, View, and Action. 

      • Updated: the date and time the search was last updated/edited. 
      • Search Name: the unique name that you label the saved search.
      • ID: a unique ID number that is automatically assigned to each saved search. 
      • MLS: the MLS ID that is assigned based on the area of the search. 
      • Property Type: the property type(s) that are selected in your search.
        • Ex: Residential, Condominium, Single Family Home.
      • Location: the type of location that you select for the search which is limited to one type per search (Area, City, County, Zip, etc.) 
      • View: takes you directly to the search page of your website.
      • Action: make changes to your search using the following:
        • Edit
        • Links and Widgets
        • Duplicate
        • Delete

      New Saved Search

      On the top right corner of the page, click the + New Saved Search button (above) to create a new saved search. A box will pop up with all the options below that you can select and input to make a custom search:

      • Geographic Region
      • Define the Search (search name)
      • Listing Class / Status
      • Property Type (Residential, condominiums, farm, etc.)
      • Location (area, city/cities, county, subdivision, etc.)
      •  Search Criteria (price range, square feet, beds, lot size, etc.)
      • Interior Features
      • Exterior Features
      • Community Features
      • Lot Features
      • Flooring Types 
      • Pets Allowed
      • Pet Size Limit 
      • Senior Living
      • Utilities
      • Water Frontage
      • Water Frontage Type 
      • Water View
      • Water Access Type
      • Water Extras
      • Furnished
      • Homestead
      •  Additional Rooms
      • CDD
      • Pool
      • Floor number
      • Pool features
      • Minimum Lease Period
      • Max Leases per Year
      • Lease Frequency
      • Property Style
      • Garage / Parking Features
      • Accessibility Features
      • Fireplace
      • Additional Rooms
      • Other Structures
      • Property Condition
      • Financing Available
      • Floors in the Unit / Home
      • Master Bedroom Level First
      • Flood Insurance
      • Exterior Construction
      • Appliances Included
      • Average Monthly Fee
      • Total Annual Fees
      • Existing Lease or Tenant

      After you are finished with your selections, don't forget to click Save Search on the bottom right (below).