How to Set up a Client in Collaboration Center

Collaboration Center is Paragon's interactive tool designed for Paragon users to share listing results with their customers.

To set up a client for automatic notifications via Collab Center:

1. Click on CONTACTS.
2. Select View/Manage Contacts
3. Click on a Client's name to open the Contact Management menu
4. Select Buyer Activity
5. Click on Add Search
6. Select "Add New Saved Search" to create a search for your client.
   1. Enter the search criteria and click "Save Search" 
   2. Select "Save Search As", name the search and enter your client's name in "Assign To Contact" if it is not already there.
   3. Click Save in the upper right corner of the window. 

or "Load an Existing Saved Search" if you have a saved search you would like to use. The Search Management window will open.

    7. From the "Automatic Notifications" drop down menu, select Collab Center or Email. 

    8. Click on the "Options" link to adjust notification settings. Click "OK" in the upper right corner of the window when you have finished customization. 

You may need to send the Collaboration Center Invitation if your client does not receive one, to send the invitation click on "Resend Invitation" at the top of the Search Management screen.