You can create an advanced search to identify leads based on specific profile attributes. Additionally, you can search on information in both system fields and custom fields. When creating advanced searches, you can create a new search, use a saved or recent advanced search, or set a saved search as the default within the Contact Manager. This article details information on the various methods available in creating an advanced search.
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Available with: | ||||
Marketing Automation | ✓ | ||||
CRM Ultimate | ✓ | ||||
CRM PRO | ✓ | ||||
CRM Free | ✓ | ||||
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Users: | |||||
Administrators | ✓ | ||||
Company Managers | ✓ | ||||
Marketing Managers | ✓ | ||||
Sales Managers | ✓ | ||||
Salespersons | ✓ | ||||
Jr. Salespersons | ✓ | ||||
Creating an Advanced Search
You can create advanced searches at any time. To create an advanced search, do the following:
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Note: Click Reset to clear all search filters.
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Searching Fields
When creating a new field search, certain fields and custom fields are either available or unavailable for use. The following fields are either available or unavailable for an advanced search:
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Available |
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Unavailable |
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Saving an Advanced Search
You can save an advanced search for future use. This allows you to pull up an advanced search without needing to enter search parameters.
To save an advanced search, do the following:
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Note: Click Reset to clear all search filters.
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Be aware that you cannot overwrite an advanced search when attempting to save new parameters. You will need to save the updated search under a new name.
Using a Saved or Recent Advanced Search
You can open and use a previously saved advanced search. To use a saved or recent advanced search for another advanced search, do the following:
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Note: Your three most recent searches will autosave under Recent Searches.
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Editing a Saved Advanced Search
You can edit the name and default status of an advanced search as needed. Be aware that this does not change the search parameters. You will need to save any new parameters as a different advanced search.
To edit an advanced search, do the following:
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Deleting a Saved Advanced Search
You can delete an advanced search at any time. To delete an advanced search, do the following:
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Setting a Default Saved Advanced Search
You can set an advanced search to display certain information by default every time you access the Contact Manager.
To set or remove a saved search as a default search, do the following:
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