Editing a Saved Search of Leads

Updated 1 year ago by Amruta Phansalker

Follow these steps to edit a search query created earlier.

  1. Make sure you are logged on, and the Leads module is selected.
  2. In the top-right corner, click the hamburger menu, and click Advanced Search.
  3. In the Search for leads pane that appears, look for the saved search of your interest under Saved Search.
  4. If necessary, use the drop-down list below Saved Search, and select All Searches. By default, you will only see the saved searches you created.
  5. To edit the search, click the drop-down arrow next to the search, and click View Details.
  6. Update the search as necessary.
  7. Click SAVE SEARCH > Update the Saved Search.
  8. Do one of the following:
    1. To exit, click Cancel.
    2. To run the updated search, click SEARCH. Export the search results if necessary.
  9. To delete the search, click the drop-down arrow next to the search, and click Delete.

How did we do?