Lead Generation

Using Saved Search Templates

Save your best-performing search configurations and reuse them to find leads faster.

Filing cabinet transforming into a digital template library with saved search cards
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Using Saved Search Templates

Save time by storing your most effective search configurations as reusable templates.

Saving a Search

  1. Run a search with your desired parameters
  2. Click the Save Search button
  3. Give your template a descriptive name
  4. The search parameters are saved for future use

Using Saved Searches

  1. Go to Saved Searches in the sidebar
  2. Browse your saved templates
  3. Click any template to instantly run that search again
  4. Results will reflect the latest data

Tips

  • Name templates descriptively (e.g., "Dentists in Texas" not "Search 1")
  • Create templates for each niche you target regularly
  • Delete outdated templates to keep your list clean
  • Share search strategies with your team by documenting your best templates
Tags:saved-searchestemplatesefficiency