People > Search

Use the Search page to for advanced searching your People database


There is a lot of Filtering and Sorting that you can to directly on the People page, but the Search page is designed for even more specific searching of your contacts database.


Do you need a list of buyers looking to spend over $300,000? Or maybe you want to know which sellers have a 4 bedroom property in a certain suburb, if so you’ll need to use the Search Contacts function.

Click the People menu then the Search item.


Enter your selection criteria;


Client types

Buyers, Sellers

Activity completed

Example you want to find People that you have a completed activity

E.g 'Appointment' to.

You can also enter a date range


Listing activity

Find all the People with an Activity with a listing.

Example: You want to find all the People with Activity for multiple listings.


Example; You have a new listing that is similar to another listing so you want to send an email to everyone that has visited both of these listings.

Contact source

You want to find all of your Contacts where their source is Walk-in

Notes

Search using keywords entered in the contact Notes field. 

This is a powerful option that will search every contact notes field. 

Groups

Use the Groups option to find all People in a group. 

You can select multiple groups 

To view everyone in a Group.  This option is also available directly on the People page Filters button


Loaded/Modified

Use a date range 

I want to find all Contacts that I contacted between (enter a date range)

I want to find all Contacts that I have added to my database since (enter a date)

Email

Search using Contact email options. The search by Email allows you to search for people without an email address

Has Email address but has un Subscribed

Has Email address but the email address is undeliverable

Star Rating

Filter by star rating

Address

The search by address will search your Contact database looking in the People address field for matching text 

The more selection criteria you enter the more exact the results will be


Buyer targets

Use the Buyer targets tab to search your Buyers that have specific targets entered.

Example. Show me all Buyers looking for a 3 bedroom house. 


Some Example searches might be

  • You want to find all Contacts that have been contacted between (enter a date range)
  • You want to find all Contacts that have been added to your database since (enter a date)
  • You want to find all the people that have been in contact with a Listing/s



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