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Creating a saved search

You can save the search criteria that you use to search for Companies, People, Opportunities, Orders, Quotes, Cases, Solutions, Leads, or Communications.

Note: You cannot create a saved search based on a keyword search.

You can save an advanced find search in the same way as you would any other search. However, only a System Administrator or Info Manager can make an advanced find search available to other users.

You can create a group to save search criteria. For more information, see Creating a group.

1. Click the Find menu button and click an entity from the Find drop-down list, for example Company.
2. Enter your search criteria and click Find.
3. Click New Search beside Search. Click the New Search icon.
4. Enter the name of the new saved search. For example, San Francisco Companies - 21 - 50 Employees.
5. To share the saved search, select Available to all Users. Only System Administrators and Info Managers can share saved searches.
6. Click Save.

See Also:

Basic search techniques

Searching for a Person

Searching for a Company

Finding an Opportunity

Finding a Case

Finding solutions

Adding saved searches to a classic dashboard

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