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Knowledge Home | Functional Area | Contact & Organization |
Knowledge Home | Sales and Opportunity Mgmnt |
Search and Manage - The powerful search tool for each entity

Under all of the entity tabs (Contacts, Organizations, Cases, Opportunities, Calendar, etc) you can define a search and save it for another occasion.

Saved Searches are also a key aspect of creating New Reports in the Report Builder where the initial report filter is, in fact, a Saved Search.

Search results are also available for mass updating records or small email sends to a group.

Video Link Click here to see an example of a Saved Search


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