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
Build your Filters: Set up your Person, Company, and Exclusion criteria perfectly in the SmartSearch tab.
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).
Name It: Give it a descriptive name (e.g., "SaaS Founders - Series A").
Accessing Saved Searches
Go to the SmartSearch tab.
Click the "Saved" tab near the top center of the screen (next to "Results").
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.
