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CRM & SalesSaved Searches

Saved Searches

Save your frequently used search filters so you can reuse them with one click.

🎬Saved Searches — Demo VideoComing soon
  1. Apply your desired filters on the leads list (e.g., status = “Qualified”, source = “Website”)
  2. Click the “Save Search” button
  3. Give your search a name (e.g., “Hot Website Leads”)
  4. Click Save

Using Saved Searches

  1. Open the leads list page
  2. Click “Saved Searches” dropdown
  3. 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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