Applying previously Saved Searches lets you load your complex filters instantly to find prospects—no rebuilding required. Let's review the two places in the app where you can access this capability.
🔑 Note: Before you can apply a saved search, you need to create one. Click here to learn how.
Apply Your Saved Search
Choose one of two ways to load your saved criteria:
1. Top-Nav Method
Click the Search Tab at the top of the screen
Select Save Searches
Click on the saved search you wish to apply
2. Advanced Search Method
On the Find More Customers page, click the Advanced Search tile.
In the panel that opens, click View All under Saved Searches.
Click the name of your saved search—filters load immediately.
Saved Searches eliminate the grunt work of rebuilding complex filters. Just save once, then load your criteria instantly via Top-Nav or Advanced Search whenever you need them. Start saving your go-to searches today and get straight to engaging the right prospects.
Click here to learn more about editing your existing Saved Searches.
Reach out to your CSM if you have any questions via email or through the in app chat service.