Saving a Search in Who to Contact

When searching in the Who to Contact database, you can save your search filters to streamline the process and save time.

Getting Started: Setting Your Search Filters

Before diving into each search, consider the key criteria you work with regularly:

1. Regions: Are there specific locations or markets you focus on?
2. Job Titles: Which roles are most relevant to your outreach?
3. Company Criteria: Do you target specific industries, company sizes, or revenue ranges?

By defining these general needs upfront, you can create a saved search that serves as your starting point. This will allow you to quickly refine searches based on additional factors without having to reset your basic criteria each time.

Benefits of Saving Your Filters

1. Efficiency: Cut down on repetitive manual filtering.
2. Consistency: Ensure you're always targeting the right audience.
3. Flexibility: Adjust your search dynamically while keeping core parameters in place.

Take a few minutes to set up your default filters, and you’ll have a head start every time you search for new contacts!

Follow the steps below to learn how

Step 1:

From Who to Contact go to Search Contacts

Step 2:

Input your Advanced Search criteria. 

Step 3:

Select Save New Search

Step 4:

Input your Search Name. You can select "Share this search with all users" to share the filter, or leave off. Select Save.

Step 5:

View Saved Search.

Step 6:

Select your Saved Search by selecting the blue edit button. 

Step 7:

Your filtered search will populate. You can add more criteria without changing your saved search filters.

If you do not wish to add more criteria, once your saved search has been selected hit "Search" to populate.

Want to create tags for your contacts? Click here to learn more.

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