Client tracker links
Send tracker links that preserve saved criteria, timeline context, and recipient expectations.
Fast read
Use the left sidebar or direct page link named in the guide, then check the visible page title before touching filters, sends, downloads, or billing buttons.
Open the final page, shared link, tracker link, embedded widget, or exported report in the same browser before treating the task as complete.
Copy the URL from the address bar, note the account email in Account Settings, take a screenshot, and include the last button you clicked.
Step-by-step
- Open Tracker from the left sidebar and select the saved search or client search you want the recipient to monitor.
- Read the saved criteria before sending: building set, bedroom mix, price range, date/event logic, and any daily email expectation.
- Click the client link/share control for that search, then copy the generated client tracker URL only after the page confirms the link exists.
- Open the client tracker URL in a new tab and verify the visible cards, timeline, and criteria match the saved search.
- Paste the client tracker link into your message with one sentence explaining what changed will appear there and whether daily emails are enabled.
Mistakes to avoid
Debugging the visible card before comparing it to the saved search definition and timeline events.
Changing filters or modes without checking the final rendered surface.
Assuming a highlighted, shared, or pinned item changed source truth instead of presentation or access.
Frequently asked questions
Start with account, URL, selected mode, filters, building or unit, date range, and recipient context. Most confusion comes from looking at the right data through the wrong workflow state.
Most controls change the view, filter, workflow state, access, or presentation layer. Source sale and unit records remain unchanged unless an admin data-sync or data-correction process explicitly updates them.
Open the final surface the client will see and verify that the key evidence, action, label, or next step is visible without needing you to narrate it separately.
Send the account email, URL, building or unit, saved search or report name, timestamp, screenshot, and the exact action you took immediately before the issue appeared.