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