Use this article to select listings in your search results and choose an option from the Actions menu.
Select listings and open the Actions menu on the Search page
Select listings on the Results tab of the Search page to access all options in the Actions menu.
Steps:
Select the checkboxes next to the listings you want, or the column header checkbox to choose every loaded listing
Click Actions in the upper right of the search results
The count next to Actions shows how many listings are selected, such as 3 of 29. The column header checkbox selects only the listings on the page so far, and results load 30 at a time as you scroll.
With no listings selected, only Export CSV is available. Choose at least one listing to turn on the other options.
Share listings from the Actions menu
Share selected listings with clients from the Actions menu:
Share: Opens the Share window to add the listings to a Tag, or share a public link by copying it, sending it by email or text, or posting it to Facebook, LinkedIn, or X.
Share via Message: Opens a separate window to send the listings to a contact with a message. Invited clients receive them in Messages and by email, and contacts you have not invited by email only.
Share via Text: Opens the Text tab of the Share window to text the listings to a contact.
Share Listings with Clients from Search explains how to share listings by public link, email, or text. Message Clients in Perchwell explains how messages are delivered to invited and uninvited clients.
Email listing agents with Contact Agent
Email the listing agents for multiple listings at once from the Contact Agent window. Each listing agent receives a separate email for each of their listings. The window shows every selected listing with its agents' names and email addresses.
Steps:
Click Actions
Select Contact Agent
Enter a subject in the Subject field
Click Send Email
The message "Your email has been sent successfully." appears after the email is sent.
The Contact Agent window also includes these options:
Select a template: Fills in the subject and message from a saved template.
Message: Edit the message the listing agents receive.
Additional recipient email: Enter an email address, then click Add Email to cc (carbon copy) that address. Add up to 5 recipients.
Tip: Enter {listing} in the subject or message to include each listing's address in its email.
Create reports, export, or print listings from the Actions menu
Create a report, export a CSV (comma-separated values) file, or print search results from the Actions menu:
Create a Report: Opens a list of reports for the selected listings, such as a CMA (Comparative Market Analysis), a Listing Report, or a One Pager.
Export CSV: Downloads the selected listings as a CSV file. With no listings selected, the file includes every listing in the search results, even those you have not scrolled to yet.
Print: Opens your browser's print window with every listing in the search results, regardless of which listings are selected. Print is available in List and Expanded views.
For more information:
Create a Listing Report covers creating, customizing, and sharing a Listing Report.
Create a One Page Report covers choosing the client or agent version and the built-in QR code.
Export Listings to a CSV File covers choosing export fields and creating export templates.
Print or Save Search Results as a PDF covers page layout, printed columns, and saving a PDF.
Schedule a showing from the Actions menu
Select Schedule a Showing in the Actions menu to open the ShowingTime integration and schedule showings for the selected listings.
Schedule Showings for Listings shows how to book showing times with listing agents in a short video.
Get driving directions to selected listings
Select Driving Directions in the Actions menu to open Google Maps in a new tab with a route from your current location to each selected listing. Select up to 9 listings.
If Driving Directions stays greyed out after you select listings, turn on location sharing in your browser's privacy and security settings.
Keep, hide, or open listings in a new tab from the Actions menu
Keep or hide selected listings, or open them together in a new tab from the Actions menu:
Keep: Shows only the selected listings and hides the rest.
Hide: Hides the selected listings.
Open in New Tab: Opens one new tab with the selected listings in a carousel.
Important: Keep and Hide apply only while you remain in the search. Save the search so those listings stay out of your results. If you reload or leave without saving, the hidden listings return.
Search Page Overview explains how to view and restore hidden listings.