Saved Searches
Save your frequently used search filters so you can reuse them with one click.
Saving a Search
- Apply your desired filters on the leads list (e.g., status = “Qualified”, source = “Website”)
- Click the “Save Search” button
- Give your search a name (e.g., “Hot Website Leads”)
- Click Save
Using Saved Searches
- Open the leads list page
- Click “Saved Searches” dropdown
- Select a saved search to instantly apply those filters
Managing Saved Searches
- Load — Click to apply saved filters
- Delete — Remove searches you no longer need
- Saved searches are personal — each user has their own set
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