Saved Searches in Paragon Connect

Use Saved Searches to create a library of customized searches that you can run over and over again. Saved Searches can also be saved to a contact as a way to share properties using the Collaboration Center.

Video: Saved Searches

Saved Searches Page

One way to find Saved Searches is to open the Menu > click on Properties > click on Saved Searches

Scroll through all of your and your client's saved searches.

Saved Searches created by clients within their Collaboration Center will have their name at the top of the Saved Search tile as well as their photo (if it's been added by the agent to Paragon Connect customer contact record).

Saved Searches created by agents will have "Your Search" at the top of the Saved Search tile as well as the Agent's image.

You can search for Saved Searches and Filter Saved Searches down to what you need.

Saved Search Functions

The words "RUN" and "EDIT" appear on the card tile of each Saved Search.

Click on RUN to run the search and view the search results.

Click on EDIT to open the search criteria page and adjust the search.

Click on the overflow menu to assign or unassign a contact record, or DELETE the search.

Saved Searches from Class Type Searches

Users can open Saved Searches from a Class Type Search Screen or from the Results page by opening the overflow menu and selecting My Saved Searches

Saved Searches in the Contact Viewer's Buyer Activity

Saved Searches appear within a client's contact record in Paragon Connect.

From the menu, open Contacts > select the desired contact > click on Buyer Activity

Saved searches that have been created by agent or by client will appear.

Learn more: Collaboration Center Buyer Side