Use this article to add clients to your contacts, invite them to Perchwell, share saved searches with them, turn on saved search alerts for them, and start conversations and share listings in Messages. Add a client to your contacts first, since each of the other tasks starts there.

Add clients to your contacts on the Contacts page before you invite them or share anything with them. Contacts from a legacy platform may already be on your My Contacts tab.

Contacts Page Overview explains how to add one contact at a time. To add multiple clients at once from a CSV (comma-separated values) file, see Bulk Upload Contacts from a CSV File.

Invite a client to Perchwell to give them a client portal, their own workspace for collaborating with you. Invite them as you add the contact, or later from their contact profile.

Messages works only with clients you have invited. A client must accept the invitation before they can open a saved search you share with them.

Invite Clients to Perchwell and Resend Invitations explains how to send or resend an invitation. For a client who needs help accepting, share Accept Your Agent's Perchwell Invitation.

Share a saved search with a client from the Edit Search window. Clients open shared saved searches in their client portal. Clients can edit the filters in a shared saved search, and the changes they save also update the search in your account.

Share a Saved Search with a Client walks through sharing a saved search and controlling what clients can edit.

Turn on saved search alerts to email clients about listing activity that matches the search. A client receives alerts once they are added to the saved search and the Recipient option includes contacts. The first time you turn on alerts, Recipient is set to Only me. Clients do not need a Perchwell account to receive saved search alerts.

Learn how to choose recipients and how often alerts send in Set Up Email Alerts for Saved Searches.

Start a conversation with an invited client in Messages, and share listings with them from Search or a Listing Detail Page. Clients react to each listing you share with Like, Maybe, or Reject. Review their reactions in Shared properties in your conversation.

Message Clients in Perchwell explains how to start a conversation, share listings, and review reactions. To share listings with someone you have not invited, see Share Listings with Clients from Search for email, text message, and public link options.