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Viewing Saves Searches

Once Saved Searches are created, you can view a list of all the public and private Saved Searches in one place.

Viewing Saved Searches List

  1. Go to the Saved Searches tab in the Revenue app.
Saved searches tab
  1. See the list of Saved Searches on the account
List of Saved Searches
  1. Click on an individual Saved Search to expand it and see the criteria

Saved Search expand icon
Saved Search expanded

  1. On your own Saved Searches, click the more options icon to see actions you can take
Saved Search actions
  1. Click on the Saved Search to see the detail page, including a list of conversations in that Saved Search

Saved Search next page
Saved Search detail page