Page Comparison

Once a search runs, click one of the following from the top of the company list:

• Save Search for a new search 
• Save > Save As if you want to make any modifications to an existing search, including the name.

Result: The Save Search menu is displayed:

Note The Tag feature may not be available for your account. For more information, contact your account representative.

To set up search tags,

For more information about using tags in your search, click here to see the Search Tags video.

• name for a new search or 
• a different name if you are renaming an existing search. If you are only changing search options, continue to the next step.

You can have email alerts sent to you each time there is a significant change to the projects associated with the companies in the search results.

 To set email alerts for a search,

• select Get email alerts for this search. 
• select the days of the week to receive alerts.  

Note: For an overview and documentation of this feature, see CRM information and guides.

To view the current filter set for the search, click Click here to expand filters. You can keep these settings or close the menu and revise the filter settings.Note: You can also edit existing searches using the techniques described in Using the Manage Searches menu in the following section.

Do you want to save the search with the current filters?

• If yes, continue to the next step.
• If no, and you want to revise the filter settings, click Cancel to close the menu and use the Filters menu to change your settings (all filter settings are saved with the search). For more information, see Using the Filters menu.

Result: Your search is saved and is listed in the following locations:

• the Select a search to load menu in the upper right side of the Leads window:

Tip: Hovering over a search name displays the full name for the search.

• The saved search tile on the Snapshot (if selected in step 2):

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Export

You can export any of your saved searches as a formatted Excel spreadsheet. The exported data includes the search name, the assigned users, if the search appears on the Snapshot, and if the search is setup for email alerts and CRM export.

To export a list of your searches,

• Select either individual searches or check the box at the top of the list to select all searches.
• Click Export from the top of the menu.

Result:The export runs and you are alerted when the export is ready to download.

Note: In the spreadsheet, the status of email alerts and CRM export selections is shown as either True or False:

for Email alerts

• • • • True indicates that email alerts are set up for the search.
      • False indicates that there are no email alerts for the search.
        
        

for CRM Export

• • • • True indicates that the search is set for CRM export.
      • False indicates that the search is not set for CRM export.

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        assignsearch assignsearch

For administrators, use to assign searches to yourself and to other users.

To assign searches,

• Select the searches you want to assign.
• Click Assign Search.
• Select the users for the search in the menu.
• Click Assign Search.
  Note: You can also assign searches from the project list page once a search has run.

Note: For information about assigning searches to all users, see Assigning a search.

Caution! Deleting searches is permanent. You cannot recover deleted searches.

• Select the searches you want to delete. 
• Click Delete. 
• In the caution message, click Yes.

• At the top of either column, click the arrow to display the filter box.
• Enter the term you want to filter by and then press Enter.

  Result: The menu refreshes and your filtering term is at the top of the menu.

 Note: Clicking on the search name runs the search. You can use this feature change the criteria of the search, including the name.

 Note: Remove the check from a search if you want to add a search and have reached the ten search limit.

Use to edit the tags for a search. You can change the color or remove the tag:

• Click on the tag to open the color selection menu.
• Click the x to remove the tag from the search.

Note: The email icon is

• green when email alerts are set for the search
• unavailable when the the email alert is shared between accounts.

 To add or modify email alerts,

To rename a search,

• In the Rename column, click the pencil icon on the line for the search.
• In the box, type the new name for the search.
• Click Save.

  Result: The menu refreshes and the new name is shown in the list.

You can add or remove CRM export to any search. Note that the folder icon is green when CRM is assigned to a search. For more information, see CRM information and guides.

To use this feature,

• In the CRM Export column, click the folder icon on the line for the search.
• In the menu, select the user account to associate with the CRM export or clear the check to remove users from the export.
• Click Save.

Result: The menu refreshes and your changes are displayed in the CRM Export column.