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.
The following user roles can use the advanced search feature:
- Sales Managers
- Marketing Managers
- Company Managers
- Jr. Salespersons
- Creating New Advanced Searches
- Advanced Searches For Sales
- Advanced Searches For Marketing
- Advanced Search and the Contact Manager
- Using Saved or Recent Advanced Searches
- Setting and Removing Saved Searches
- Ready to Learn More?
Creating New Advanced Searches
To create a new advanced search, do the following:
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Note: You can select specific profile attributes in each filter to create your search criteria.
Advanced Searches For Sales
Success in sales requires persistence, creativity, attention to detail, and the ability to help customers envision the problems they will solve. In that, time is money, and managing data is key. SharpSpring allows you to use the Advanced Search feature to quickly segment leads based on user-defined criteria, reducing the time needed to organize leads in an actionable manner. Sales teams can use the Advanced Search feature to do many things to speed up the sales process, including:
Advanced Searches For Marketing
Marketing teams can use the Advanced Search feature to keep track of the finer details in marketing campaigns, including:
Advanced Search and the Contact Manager
Advanced searches help to paint a clearer picture on lead status. After using an advanced search to find information on leads, you can also view all leads that have been recently active. These leads will be displayed in the left side of the Contact Manager. A lead is considered active when one of the following occurs:
- A lead opens or clicks a link
- A lead views an item in the media center
- A lead fills out a form
- A lead is created
- A lead is attributed to a Salesforce event
Using the Contact Manager alongside advanced search results can better refine your approach to engagement.
Using Saved or Recent Advanced Searches
To use a saved or recent advanced search for another advanced search, do the following:
When creating a new search, saving the search will cause a pop-up window to appear that will allow you to set the search as available for others in your company to use, or set it as the default search.
Note: Your three most recent searches will autosave under Recent Searches.
Setting and Removing Saved Searches
To set or remove a saved search as a default search, do the following:
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