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Buyer Filter Options

By Sharad Mehta
24th Apr, 2023

Buyer Filter Options

Step by Step Guide:

  1. Log in to your REsimpli account.

  2. Navigate to the Buyers Database section in your account.

  3. Take note of the updated filter options available for easier navigation and more precise filtering.

  4. Choose the filter options that you’d like to apply. For example, you can filter by “Email Address Not Available,” “Phone Number Available,” and “Phone Number Type: Mobile.”

  5. Click “Apply” to see the results based on your chosen filter options.

  6. To save your filter preferences as a template, click on the “Save” button next to the filter options.

  7. Enter a name for your template, such as “Only Mobile and No Email,” and click “Save.”

  8. Your filtered list will be displayed, and the template will be saved for future use.

  9. When you return to the Buyers Database section next time, click on the “Filter” button and then click on “Templates.”

  10. Select the saved template you’d like to apply, such as “Only Mobile and No Email,” and click “Apply.”

  11. The filtered list will be displayed based on your saved template.

Note: Each saved filter template is user-specific and will only be visible to the individual who created it, not their team members.

By following these steps, you can easily filter and navigate your buyers database, save templates for quick access, and efficiently manage your real estate business