Learn how to use Saved Search in Seamless.AI to keep track of previous search criteria to re-run and research new contacts.
Getting Started
Saved Search is finally here and provides the ability to maintain and keep track of previous search criteria to re-run and research new contacts that are available! In the below article, we will give a brief overview of the functionality and how it can be utilized to maximize your efficiency within Seamless.AI!
1. Go to the Search tab within Seamless.AI App
2. Enter your Search criteria and click the search button.
As an example, I have utilized the search title of CEO.
3. After running the search, a "Save Search" Hyperlink will appear at the top of the search results as shown in the image below
4. After Clicking "Save Search" and typing in a name within the text field, click the Save Search button in order to Save this criteria within the Load portion of our App.
5. The Load hyperlink will appear after clicking the new button at the top of the filter criteria and will allow you to load any previous criteria's that you have saved out!
6. After clicking on your Saved Search Criteria name all previous criteria will be restored from the initial save and can be removed by clicking the "x" on the below saved search entry.
Need Assistance setting up Saved Searches? Contact Us!
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