Share Saved Searches with Other Users

Share your private saved searches with ease. Previously, when sales representatives or managers created custom saved searches, these remained private and inaccessible to others. Now, this feature empowers you to collaborate more effectively by allowing you to share your private saved searches with team members, enhancing productivity and information exchange across your sales organization.

Sharing private saved searches with team members can enhance collaboration and streamline access to critical information throughout the sales organization.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

In order to share a private saved search, go to the Manage Saved Search, click on the 3 dots under the Actions column and there you will now see a new option called "Share via Link". When you click on this, you will see a Shared Link will appear under the Shared With column. Click on this link to copy the URL for this saved search to the clipboard. This can now be share via text, message or email.

You can also mark the saved search as Shared, Editing the saved search and changing the Shared With to "Shared Link".