Manage Saved Searches

Configure which saved searches appear in each work area from the Manage Saved Searches page.

The Manage Saved Searches page anatomy.

The Manage Saved Searches page for Accounts

Callout Number

Column

Explanation

1

Default

Indicates the saved search that you see by default. You can specify a different default using the Actions menu (callout 6).

2

Name.

Clicking on the name of the saved search displays the search results.

3

Created By

You can only delete or otherwise manage saved searches created by you.

4

Shared With

Unless you're a sales administrator, your saved searches are personal (Only Me). They can't be shared.

5

Open As

For lead and contact saved searches, you can open the first record in the list instead of showing the list itself. All other saved searches display as a list.

6

Actions

The Actions menu (three dots) displays the available actions for each saved search.