Admins and Managers of the Enlyft platform can create and assign saved searches to other team members to manage prospecting and research workflows.
How to assign a search:
To assign a NEW search to a team member, first create a Saved Search using the filters in the Discover section found at the top of the left-hand navigation.
Once you have narrowed down your search to match your specific customer details, select SAVE SEARCH
You will be asked to name your search and have the option to assign the list to a team member. If left blank, the search will be automatically assigned to you by default.
You can also assign a search after it has been created. Go to Engage, found in the left-hand navigation, and under either My Searches or All Saved Searches, Admins and Managers can reassign a list by selecting the pencil icon located next to the current search owner and inserting the name of an existing Enlyft Platform user.
How to find a Saved Search assigned to you:
The assigned team member can find the search by going to Engage > My Searches
To assign a PREVIOUS search to a Team Member: Go to Engage > All Saved Searches.
Locate the saved search you would like to re-assign
Hover over Owner until you see a pencil icon appear
Click to assign/change owner
