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