Editing a Saved Search
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.