Creating and updating a saved search

You can create a saved search using search criteria that you frequently use. You can create an unlimited number of saved searches for companies, people, opportunities, orders, quotes, cases, solutions, leads, or communications.

1. On the top bar, click the Search arrow and click <Entity> or Advanced Find.
2. To create a new saved search,
   1. Enter your search criteria and click Find.
   2. Click the New Search icon ().
   3. Enter the name of the new saved search.
3. To update an existing saved search,
   1. Select the search from Saved Search.
   2. Enter your new search criteria and click Find.
   3. Click the Update Search icon () and change the name of the saved se arch if required.
4. If you are a system administrator or an Info Manager, select Available to all Users to share the saved search with all users. If you are not a system administrator or an Info Manager, this checkbox is not displayed and the saved search is available to you only.
5. Click Save.
6. You add the saved search to your dashboard to make it even more accessible. For more information, see Gadgets.