Shilo’s Saved Searches feature in the Calls section allows users to quickly access specific call data based on customized filters. This feature helps sales managers, team leads, and agents track performance and identify training opportunities more efficiently.
Best Practices for Save Searches: Calls
1. Accessing the Calls Section and Setting Filters
Navigate to the Calls section in Shilo.
Click on Saved Searches to view any pre-existing saved searches.
To create a new filter, go to the Filter Settings and specify your criteria.
2. Creating a Custom Filter
Choose the desired date range (e.g., last 30 days).
Select specific call ratings (e.g., filter for 1- and 2-star calls to identify areas for improvement).
If needed, refine by lead source (e.g., Zillow Flex leads).
Review your filter selections to ensure accuracy.
Click Apply to generate the filtered call data.
3. Saving the Filtered Search
After applying the filters, go to Save Search.
Enter a descriptive name for the search (e.g., Zillow Only 1-2 Star Calls).
Click Confirm to save the search.
The saved search will now appear under the Saved Searches section for easy access in the future.
4. Using Saved Searches for Quick Access
Users can create multiple saved searches based on different needs (e.g., ISA-specific calls, all Zillow calls, or underperforming calls).
Simply select a saved search from the list to instantly retrieve the relevant data.
Best Practices
✔ Regularly update and refine saved searches based on business needs.
✔ Use saved searches to track agent performance and training opportunities.
✔ Name saved searches clearly and consistently for easy identification.
✔ Share saved searches with your team to ensure alignment in tracking call performance.