Editing a Saved Search of Leads
Follow these steps to edit a search query created earlier.
- Make sure you are logged on, and the Leads module is selected.
- In the top-right corner, click the hamburger menu, and click Advanced Search.
- In the Search for leads pane that appears, look for the saved search of your interest under Saved Search.
- 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.
- To edit the search, click the drop-down arrow next to the search, and click View Details.
- Update the search as necessary.
- Click SAVE SEARCH > Update the Saved Search.
- Do one of the following:
- To exit, click Cancel.
- To run the updated search, click SEARCH. Export the search results if necessary.
- To delete the search, click the drop-down arrow next to the search, and click Delete.