Saving a search allows you to come back to SalesIntel to view data that meets your needs without reconfiguring search filters each time. Unlike a list, searches are dynamic, meaning that new contacts and companies will show up over time.
To save a search, first configure your search filters on the filter bar and execute the search. Then, click the Save Search button in the upper-right and complete the search details form.
- Save button
- Enter a name for your search
- Choose whether to share this search with team member. They will not be able to edit it directly, but they can view it and make their own copy with changes.
- Choose whether to show Companies or Contacts first when loading the search results.
- Request an email when new contacts are available. Emails are only sent based on contacts who match role and firmographic details, not intent or technographic filters. Searches are assessed for new contacts daily.
To retrieve your saved search, use the dropdown menu at the top to the filter column or click on the search from the Saved Searches tab.