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Andie Suggs
Written by Andie Suggs

How to Create A Saved Search


How to Create A Saved Search

To create a Saved Search, click Lead Search

Then click on Market Based

Or Account Based

Once you've entered your search criteria, click Start Searching

On the right pane of the Search Results page, you may turn on the filters to Require Email, Mailing Address, Phone Number or Social Profiles. You can even choose between Company and Personal emails.

You can also limit the number of results per company here

Or choose to see leads who are currently employed or unemployed

From here you can click on Save Search 

Name your saved search then click Save

You can then see your Saved Searches by clicking on Saved Searches under Lead Search

Click on SHOW RESULTS to see the results

You can also click on the Saved Search name and click on Edit Traits to update your search criteria

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