Saving searches from your Opportunity Search page makes it easy to find and reference important information that impacts your bottom line.
First, select Opportunities from the header navigation bar and then select Opportunity Search. Next, enter any keywords and filter criteria. Once you have your desired criteria set, select the Save Search button in the top right-hand corner.
This is where you will create a saved search name, elect to share it with everyone in your organization or to keep it private, and lastly you can assign it to a lead list to receive email notifications. Once you are ready, hit Save Changes.
Once you have created your saved search, it will be stored on the right-hand side of your Opportunity Search page. This way when you want to run that specific search, you can come to this page and simply select your desired search.
You can also access your saved searches under the Pipeline tab in the header navigation bar and select the Saved Searches page. This page is where you can update and manage your saved searches.