How Do I Create A Query?

Created by Eric Sorrells, Modified on Sun, 17 Aug at 12:27 PM by Eric Sorrells

Creating Queries is a snap with Querier!


Before creating a query, make sure you've:

  1. Completed building your Query Template
  2. Have built your Agents List, and have verified their submission requirements


Once you've completed the above, follow these steps to create a query:

  1. Select the project from the sidebar
  2. Select "Queries" in the sidebar
  3. Click the "New Query" icon in the top left corner
  4. Select the Agent you wish to query in from the dropdown in the "Select Agent To Query" section
  5. If the Agent has specified a custom email subject format, add the appropriate email subject in the "Set Email Subject" area input
  6. If needed, personalize the query letter in the "Complete Query Letter" section:
    • If you created any Personalizations in your Query Template, fill those out here
    • NOTE: you must have an Agent selected in order to view your completed query letter in the "Review Query Letter" area
  7. Review the query for completeness
  8. Click the "Save Query" button

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