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saved_searches [2018/08/20 19:16] brittany [Creating a Super Saved Search] |
saved_searches [2018/08/20 19:19] brittany [Creating a Super Saved Search] |
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If your lead is interested in having a saved search based on a field that is not on the advanced search, you can log into the lead's account from the CRM and save the search for them. Your leads will not be able to see the **Super Saved Search** so you will need to set it up for them. | If your lead is interested in having a saved search based on a field that is not on the advanced search, you can log into the lead's account from the CRM and save the search for them. Your leads will not be able to see the **Super Saved Search** so you will need to set it up for them. | ||
- | {{::createsavedsearchyas.jpg?700|}} | + | {{::screen_shot_2018-08-20_at_2.17.40_pm.png?700|}} |
Here is the full walkthrough: | Here is the full walkthrough: |