HelpTracker & Searches
9 guides · operator playbook

Tracker & Searches

Tracker keeps you ahead of relevant market movement.

saved search client link timeline daily email

What this section helps you do.

Start with the job, then open the matching guide when you need exact steps.

01Create a saved search that survives client edits
02Understand timeline/change events
03Send client tracker links with confidence

If you are new to this surface, read these first. They establish the mental model before edge cases.

01Tracker Overview

A saved-search operating layer that explains what changed, when, and for whom.

02Create My Search

A clean tracker & searches workflow with the final-surface checks needed before client use.

03Edit Search Criteria

A clean tracker & searches workflow with the final-surface checks needed before client use.

All guides in this section.

Each guide includes the workflow, mistakes to avoid, final checks, FAQs, and escalation packet.

Standard · 6 min read

Tracker Overview

Keep tracker overview aligned with saved criteria, event history, and the client-facing tracker surface.

A saved-search operating layer that explains what changed, when, and for whom.
Read walkthrough Fast · 4 min read

Create My Search

Keep create my search aligned with saved criteria, event history, and the client-facing tracker surface.

A clean tracker & searches workflow with the final-surface checks needed before client use.
Read walkthrough Fast · 4 min read

Edit Search Criteria

Keep edit search criteria aligned with saved criteria, event history, and the client-facing tracker surface.

A clean tracker & searches workflow with the final-surface checks needed before client use.
Read walkthrough Standard · 6 min read

Favorite Buildings

Use favorite buildings with the right account, visible state, final-surface check, and escalation packet.

A clean tracker & searches workflow with the final-surface checks needed before client use.
Read walkthrough Fast · 4 min read

Client Searches

Keep client searches aligned with saved criteria, event history, and the client-facing tracker surface.

A clean tracker & searches workflow with the final-surface checks needed before client use.
Read walkthrough Fast · 4 min read

Timeline and Change Events

Keep timeline and change events aligned with saved criteria, event history, and the client-facing tracker surface.

A clean tracker & searches workflow with the final-surface checks needed before client use.
Read walkthrough Standard · 6 min read

Daily Email Updates

Keep daily email updates aligned with saved criteria, event history, and the client-facing tracker surface.

A clean tracker & searches workflow with the final-surface checks needed before client use.
Read walkthrough Fast · 4 min read

Client tracker links

Send tracker links that preserve saved criteria, timeline context, and recipient expectations.

A client-safe tracker link that preserves criteria and timeline context.
Read walkthrough Advanced · 4 min read

Tracker Troubleshooting

Diagnose tracker troubleshooting with the account, URL, surface state, and evidence support needs to reproduce it.

A clean tracker & searches workflow with the final-surface checks needed before client use.
Read walkthrough