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Saved Searches

Saved Searches store reusable Lead Finder filter sets.

  1. Open Lead Finder.
  2. Add the filters you want to reuse.
  3. Click Save Search.
  4. Add a name and optional notes.
  5. Save the search.
  1. Open Saved Searches.
  2. Choose a saved search.
  3. Apply it to Lead Finder.
  4. Review or adjust the filters.
  5. Run the search when you are ready.

Applying a saved search replaces the current Lead Finder filters. It does not run immediately.

  • Update a saved search from Lead Finder when you want the saved filter set to match the current filters.
  • Delete a saved search when you no longer want to keep it.

Deleting a saved search is a delete action, not an archive action.