Saved searches allow you to save your search criteria, including keyword strings and filter refinements, so you can quickly run that search again at any time. Once you save a search, you'll receive email alerts when new people or accounts match your saved search criteria.
Important to know
You can save a total of 50 lead searches and 50 account searches in Sales Navigator, and you will receive weekly alerts for all these saved searches.
To save a search in Sales Navigator:
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Sign in to Sales Navigator.
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On the Sales Navigator homepage, click Lead filters or Account filters or enter specific leads or accounts in the search bar and press Enter.
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Refine your search by adding or removing filters that are available in the screen.
The search results are updated in real time.
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After you have fine tuned your search to view the results that you need, toggle Save search to get notified of new results at the top right corner of the search filters panel.
A pop-up will appear at the bottom left of the screen confirming that your search is saved and that you will receive weekly emails with new search results.
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Click Managed Saved searches to view all saved lead and account searches.
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Click
icon against the recently saved search to enter a name and click Save. After you have saved a search, you will receive weekly emails informing you about new results for each search. Also, alerts on new results from saved lead searches will appear on the Sales Navigator homepage in the All alerts tab.
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After you have saved a search, you can perform the following tasks:
- Run the search again at a later point in time
- Edit the name of the search
- Share search with your colleagues
- Save a new search based on this search
Related tasks