Table of Contents
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Additional Resources
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Keller Williams FAQ
📹 Live Webinar 3/5/2025
Keller Williams - 3:5:2025.mp4
1. Search
Enhancing Filters
Enhancing Filters
Customizing your Search Display
Customizing your Search Display
Saved Search Management
Saved Search Management
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:perchwell_app_icon_29x29-3x: Key Takeaway:
- Using Filters – Navigate to the Filters button to refine searches by location, price, bedrooms, property type, and amenities.
- Map-Based Search Tools – Utilize Street Boundary, Draw, and Commute filters to customize search areas.
- Customizing Search Columns – Add, remove, or reorder columns using the caret tip, drag-and-drop, or X button.
- Saving & Using Search Templates – Save a customized search as a template for easy future use.
- Managing Saved Searches – Access via the Saved Search drop-down bar, and organize by adding contacts, setting alerts, or deleting searches.
- Setting Up Alerts – Enable notifications for new listings that match search criteria and customize the frequency and recipients.
- Listing Display Options – Choose from Grid View, Expanded List View, or Compact List View to organize search results.
- Adjusting the Map View – Toggle between quarter, half, or three-fourths view, switch to satellite mode, or hide the map.
- Client Collaboration – Invite clients to Perchwell for shared access and editing permissions on saved searches.
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2. Client Collaboration
Contacts Page
Contacts Page
Contact’s Detail Page
Contact’s Detail Page
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:perchwell_app_icon_29x29-3x: Key Takeaway:
- Accessing Contacts – Navigate to the Contacts page to view all saved or imported contacts.
- Sorting & Filtering – Sort contacts alphabetically or numerically and filter by group or status (uninvited, invited, or active).
- Adding & Editing Contacts – Use the Add Contact button to enter details. First name, last name, and email cannot be changed after creation, but up to five additional emails can be added.
- Client Access Permissions – Invited clients can access dashboard, search, tags, contacts, and messages, but not private documents, commissions, or listing agents.
- Managing Contact Groups – Create, edit, and rearrange groups to organize contacts by brokerage, office, or personal relationships.
- Exporting & Importing Contacts – Export contacts as a CSV file, or request Perchwell support to import contacts for you.
- Tracking Client Activity – View the last login time of a client and resend invitations to grant Perchwell access.
- Viewing Shared Listings & Reports – Track listings, searches, and reports shared with a client, including timestamps and email updates.
- Editing Saved Searches – Modify shared searches directly from the client’s contact details page.
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