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Applicants - How to edit applicant property search profile - buyer or tenant

Click on Contacts  Search for the contact and click on their name  Beneath CRM Notes, choose Search Profile On the left are all of the ...

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Written by Brad Roby

Click on Contacts

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Search for the contact and click on their name

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Beneath CRM Notes, choose Search Profile

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On the left are all of the different property searches the contact is interested in. If they are active, the contact wants to be notified when you have a property that matches. If they are not active, the contact no longer wishes to be notified.

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At the bottom of the list is the option to add another search profile

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To the right are different tabs. Choose the tab Questions and Preferences to edit the profile property needed information

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The contact will already be filled out of course but update property preferences and the questions

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Click save in the bottom right hand corner.

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