How do I create a custom saved search to share with everyone?

After you create a custom saved search, it’s initially visible only to you. Here’s how to ensure that its shared with the whole sales organization when you've migrated the changes to your production environment.

  1. Navigate to the work area from where you want to share your custom saved search.
  2. Click in the search field and select Manage Saved Searches.
  3. From the Visible To list, select Me.
  4. Click Actions (the three dots in the Actions column) for the saved search you want to share and select Edit.
  5. From the Shared With list, select Everyone.
  6. Click Save.