How do I share a saved search with everyone or with specific job roles?

You can configure the saved search setup to specify the saved search that appears by default whenever a user opens the work area. You can also setup saved searches to share with everyone or to share with each specific job role.

After you create a saved search, it’s initially visible only to you. Here’s how to share it with the whole sales organization or with individual job roles.

1. Navigate to the work area.
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. Make a selection from the Shared With list:
   • If you’re making the saved search available to the whole sales organization, select Everyone.
   • If you’re making it available for specific roles, here’s how to add them:
     1. Select Specific Roles.
     2. Click Add.
     3. Select the role.
     4. Click Save (the check mark icon).
6. Click Save.

If you shared the saved search with job roles that aren’t assigned to you, then the saved search is no longer visible on your page. To see it, select one of the job roles assigned to it from the Visible To list.