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Saved Searches

How to create dynamic search templates to streamline your daily prospecting workflow.

Updated over 2 months ago

Saved Search vs. Lead List

It is vital to understand the difference:

  • Lead List: A static bucket of specific people you have already enriched. These people do not change.

  • Saved Search: A dynamic set of filters (e.g., "CEOs in NY"). If a new company is founded tomorrow and matches these criteria, they will appear in your Saved Search results when you rerun it.

How to Save a Search

  1. Build your Filters: Set up your Person, Company, and Exclusion criteria perfectly in the SmartSearch tab.

  2. Click "Save Search": Look for the button near the "Results" tab at the top of the screen (or the "Save" icon depending on your view).

  3. Name It: Give it a descriptive name (e.g., "SaaS Founders - Series A").

Accessing Saved Searches

  1. Go to the SmartSearch tab.

  2. Click the "Saved" tab near the top center of the screen (next to "Results").

  1. Load: Click on a saved search card to instantly re-apply all those complex filters.

Use Case: Daily Prospecting

If you are an SDR with a specific territory (e.g., "California Tech"), you should save that search.

  • Workflow: Every Monday morning, load your "California Tech" saved search.

  • Enrich: Grab the update results, enrich the new leads, and add them to your campaign. This ensures you are always working the freshest data without rebuilding filters from scratch.

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