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How to Create and Load Saved Searches

Written by Tara Warnock

Saving searches enables you to

  • Save your ideal customer profile (ICP) and build an end-to-end prospecting workflow, optimized for sales efficiency;

  • Understand your addressable market and receive notifications about new market opportunities when there are changes in your target audience.

How to Create a Saved Search

From the lefthand navigation pane, go to Discover and use the available filters to identify your target market. Once you are done applying filters, click on the blue "Save Search" button in the upper right to save the search criteria

How to Load a Saved Search

To load a saved search, either: 

• click on Engage > My Searches and click on the saved search you wish to view

• click on Discover and choose the Dataset (Saved Accounts) from the Filter drop down to choose a dataset if already saved accounts.

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