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Extend Saved Search Expiration

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You can extend a saved search’s expiration date through the Prospecting Manager.

  1. Click the Prospecting Manager icon, in the top right hand corner of the screen.
  2. The Prospecting Manager notifies you when a search has expired by putting a red asterisk by the search name and the expired date will be red.
    • This asterisk means a client has not checked their prospects in more than 60 days. Therefore, you cannot extend the expiration for them.
  3. Check the box of the search you want to extend.
  4. Click the Extend Expiration link at the top of the screen and the screen below will pop-up. 
  5. Choose between 30, 60, 90 and 120 days to extend your search.
  6. Click OK when finished and your Expires status will be updated.

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Updated on February 25, 2021

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