How do I duplicate a saved search?
To duplicate, clone, or copy an existing or previously saved search from your account, follow these steps:
Open the "..." menu to the right of the agent feed or client name, where the search is currently saved.
In this menu, choose to "Edit Searches"
Click on the search you wish to duplicate
This will open your map view and toward the top right corner of your screen you will see a second "..." menu
Here you will find the last step, clicking to "Duplicate Search"
Your page will take a quick refresh as it copies the criteria
Then, you can make any changes you like and "Save Search" to the new feed as the final step
After I duplicate a search, what happens to the original search?
After duplicating a saved search, the original search will be left exactly as it was! This means that your clients will not have any information indicating that their search was duplicated, so you can rinse and repeat this process as many times as you need.
If you no longer need the original search, you will want to go back and delete the original. To learn more about deleting a search, click here.
Why would I want to duplicate a search rather than start from scratch?
Duplicating a search will save you time when you find yourself entering the same search criteria more than once, or when you find yourself saving the same general search for more than one of your clients.
Here are some examples of situations where duplicating a search can save you time and energy when setting up searches:
I want to save a second search for myself or my client with the same criteria, with a slightly modified price range, so that I can be sure they see all of their options.
I have a search saved to myself (my personal agent feed) that has all of my basic filters covered (locations, price ranges, ect) and I want to use this as a template for all of my future client searches.
My client is deciding between renting and buying, so I want to keep the locations and filters but modify the property type and price range.
My client is considering building a home and would like to add land listings to their feed, so I want to keep the locations and modify the property type and price range.
I wasn’t ready to invite my clients right away, so I saved their search to myself (my personal agent feed), and now I want to share the exact same search with my client.
I am inviting a large number of clients or migrating my clients over to Zenlist and I want to save the same search for everyone to start.
I want to reassign a search that I saved to one of my clients by mistake.
I want to attach a new client of mine to an existing search in my account.
I accidentally saved a search to the wrong client and I would like to move that search to the correct person.