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This video will show you how to set up Paragon 5 to do an automated search for your client that matches their criteria and then have Paragon automatically send any search results or new listings or changes to listings directly to that client by email notification and also send a copy of the notification to you this lesson will assume that you have already entered your new client who will call Mr. big spender into Paragons Client Manager program if you don't know how to add a client to paragons contact manager visit Paragons quick start guides located here on the main menu Mr. spender has asked you to find him active listings in Walmart Creek between 500 and 600 thousand dollars with at least three bedrooms and two full baths, and he asked you to also email him any new listings that come up on the MLS so let's get started to show you how to set up this automated search and email notification for Mr. spender after logging in select contacts here at the top then select view / manage contacts from the drop-down menu this will display a list of all contacts you have entered so far into Paragons contact manager you can scroll down the client list to look for Mr. spender or just start typing the clients name here in the find box double-clicking on Mr. spenders name will bring up his contact activity screen now in the left column let's expand the search activity folder then select add search here we can create a new saved search for the client or associate an existing saved search with the client for this lesson we will create a new search for Mr. spender by selecting add new saved search after selecting the residential class Paragons residential search mean will appear now after entering our clients criteria we'll click Save Search which will pop the save search dialog box PRE labelled as safe search for big spender I'll change this to Walnut Creek search for big spender then by clicking the Save button we'll be taken back to our contact page we'll see that just saved search here on the left and also in this activity section which shows the total number of listings that currently match our clients criteria we could at this point view these matches and even email the current matches to our client but for now we'll proceed to set up a continuing auto email notification here in the notification options section there are three possible selection settings the default setting is off the client connect with Auto notify is a new feature in Paragon 5 that will be covered in a separate training lesson what we want for this lesson is to just turn on the email notification that will automatically notify our client and us of new listings that match our criteria so by clicking on the button here the email notification options page appears note that the clients email address is already entered next we want to make sure that the BCC box has our email address so that we are also notified if our email address doesn't appear we can toggle this checkbox to the right and...
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