Perchwell

In this article, you will learn how to open Saved Searches, sort and filter your saved searches, and manage sharing, alerts, templates, and deletion.

Manage Your Saved Searches

In this article, you will learn how to export listing results from the Search page as a CSV file, and how to build export templates so you can reuse the…

Export Listings in Perchwell

In this article, you will learn how to use the Status and Activity filter to find listings based on what they are now and what changed recently. You will also…

Understand Status and Activity Filter

In this article, you will learn how to add a client to a saved search and turn on client collaboration so they can view results and help refine criteria.

Add an Invited Client to a Saved Search

Use the Universal Search Bar to quickly find listings, agents, and contacts from a single search field.

The Universal Search Bar

Create, save, and share searches so you never miss listings that matter and instantly stay up to date with changes in the market. Set alerts, manage templates, and collaborate across…

Managing Saved Searches in Perchwell

Use Map Search to view listings geographically and refine results by interacting directly with the map.

Using the Map on the Search Page

In this article, you will learn how to change your listing view, adjust the map, and customize the columns on your Search page so you can review listings faster.

Customize Your Search View

Sort search results by one or more fields to control the order in which listings appear.

Sorting Listings on the Search Page

The Search page is the primary workspace for finding listings, applying filters, saving searches, and creating reports.

The Search Page Overview

In this article, you will learn how to share multiple listings from Search using Email or a Public Link. You will also learn what clients see when they open the…

Share Multiple Listings in Perchwell

Resources to help you navigate the Search page

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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