How do I edit an existing saved search?

To learn how to edit an existing saved search, follow along with the step-by-step instructions below.

Step 1: Start by finding your lead using the search bar at the top of any page. Click on their name to go to their profile page.


Step 2: Click on Searching on the left side of the page.
Step 3: Find the saved search you want to edit, and click on the name to open up the details.
Step 4: Click on the pencil icon to edit the saved search. This will take you to the search section where you can adjust specific search criteria.

Step 5: Once you have made any necessary changes to the search criteria, click on "Save & Email".

This is where you can make any edits to the email that will be sent including the frequency, who the alerts are coming from, the message in the email, and who is receiving the emails.