You can create an advanced search to identify leads based on specific profile attributes. Additionally, you can search the 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 Account 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 | ✓ | ||||
Toolbar: | |||||
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Users: | |||||
Administrators | ✓ | ||||
Company Managers | ✓ | ||||
Marketing Managers | ✓ | ||||
Sales Managers | ✓ | ||||
Salespersons | ✓ | ||||
Jr. Salespersons | ✓ | ||||
Creating Advanced Searches
The Advanced Search function provides a more complete filtering of search results than the standard search toolbar. Advanced Search is a more direct search tool that allows you to modify your search terms for a more focused result. Advanced Search has search fields for many different parameters. Advanced Search even allows for custom search fields based on the various fields attributed to your accounts. To create an advanced search, do the following:
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Note: Click Reset to clear all search filters.
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Adding Fields to Advanced Searches
Saving Advanced Searches
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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Important: 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.
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Using Saved or Recent Advanced Searches
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 Saved Advanced Searches
You can edit the name and default status of an advanced search as needed. To edit an advanced search, do the following:
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Important: Be aware that this does not change the search parameters, and you will need to save any new parameters as a different advanced search.
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Deleting Saved Advanced Searches
You can delete an advanced search at any time. To delete an advanced search, do the following:
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Setting Default Saved Advanced Searches
You can set an advanced search to display certain information by default every time you access the Account Manager. To set or remove a saved search as a default search, do the following:
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Note: Click
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