1. Implementing Sales
  2. Create Saved Searches for the Sales Organization

Create Saved Searches for the Sales Organization

Creating a saved search that you can share with the sales organization is as simple as clicking the save button on the landing page.

The new saved search includes not only your current search criteria and keywords, but also your preferred way of displaying and sorting the results. Here are the details:

  1. Click Save on the landing page.

  2. In the dialog box, enter the name for your saved search.

  3. Click Save.

    Your new saved search is now listed in the Manage Saved Searches page. You’re now ready to share the saved search with the sales organization. For details, see the topic How do I share a saved search with everyone or with specific job roles?.