Support

What does a green smiley face mean?

If a client has marked one of their private home search properties as Interested, you will be notified by a green smiley face appearing to the left of the Private Search Requests link under the Leads section of the main menu.

We recommend reviewing any interested properties and contacting the client in the case they would like to view the propery. 

How to View Properties Marked as Interested

  1. Click on the Private Search Requests link under the Leads section of the main menu.
  2. At the top of the Private Search Requests page, set the TYPE drop-down bar is set on Private Searches and Market Updates and the SHOW drop-down bar is set to People Who Have Expressed Interest.
  3. Click the Update Screen button at the top of the page.
  4. All searches where individuals have marked properties as interested will display.  If a green smiley face displays next to a client's name, this indicates that you have not yet reviewed their interested properties.  If there is more than one page of results, you can use the Page Navigation bar located at either the top or bottom of the page to scroll through the results.
  5. To view the interested properties of a client's search, click on the Magnifying Glass icon located to the left of the client's name.
  6. The criteria page for the search will open. To the far right of the page, you will see their search Result list.
  7. At the top of the Result list, make sure the SHOW drop-down bar is set on Interested (the Sort By drop-down bar can be set on whichever you prefer).
  8. Once the Show drop-down bar is set on Interested, all properties marked as Interested by the client will display below.  You can click on a property's address to display more information on the property.
  9. It is recommended to contact the client as soon as you view their interested properties to schedule a time for showing.

Why Wont a Green Smiley Face Go Away?

If you have a green smiley face that wont go away, even after you have viewed all searches under People Who Expressed Interest (as instructed above), you may have a smiley face 'hiding' under your DONE searches.

This occurs when a client with a search marked as Done logs back into their search and marks one or more properties as interested.  

To verify that this may have occured, follow the steps below:

  1. Click on the Private Search Requests link under the Leads section of the main menu.
  2. At the top of the Private Search Requests page, set the TYPE drop-down bar to Private Searches and Market Updates and the SHOW drop-down bar to Searches Marked Done.
  3. Click the Update Screen button in the top right hand corner.
  4. All searches marked as done will display below.  If there is more than one page of results, you can use the page navigation bar located at either the top or bottom of the page to scroll through the results.
  5. Scroll through the results until you locate a search with a green smiley face to the left of it.  If you locate one, click on the magnifying glass icon to the left of the search to view the client's interested properties.
  6. Once you have viewed their interested properties, the green smiley face will go away from the main menu.*

Remember that you could have more than one green smiley face hiding under the DONE section, and therefore you should scroll through all pages of Done searches

Also, since the client is still viewing their search, even though it is marked as done, you may want to contact them and see if they are interested in having their search reactivated.