Saving a lead or account search in Sales Navigator allows you to save your search criteria, including keyword strings and filter refinements. Saved searches can help you:
- Get notified about new matching leads and accounts - You'll receive weekly emails and alerts on your Sales Navigator homepage when new people or companies match your search criteria.
- Save time - Run the saved search again at any time.
- Collaborate with teammates - You can choose to share saved searches with your colleagues.
To save a search in Sales Navigator:
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Sign in to Sales Navigator.
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Click Lead filters or Account filters at the top of the homepage. You can also enter specific lead or account names or a phrase in the search bar and press Enter.
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Refine your search by adding or removing filters. The search results are updated in real time as you adjust your criteria.
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When you’re ready to save your results, turn on the Save search to get notified of new results toggle near the top of the search filters pane on the left.
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Optional: To view your saved lead and account searches, click Managed Saved searches in the pop-up that appears in the lower-left of the screen.
- To rename your search, hover over the recently saved search and click the
Edit icon, enter a name, and click Save.
- To rename your search, hover over the recently saved search and click the
To save a search in Sales Navigator:
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Open the Sales Navigator app.
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Tap the search box at the top of the screen.
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Enter specific lead or account names or a phrase and select the search button on your keyboard.
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Tap Lead or Account at the top.
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Tap the
Filter icon in the upper-left corner and refine your search by adding or removing filters. The search results are updated in real time as you adjust your criteria. -
When you’re ready to save your results, turn on the Be first to know when new leads match toggle at the bottom of the screen.
Results
We’ll send notifications to the email associated with your Sales Navigator account informing you about new results for each search. Alerts about new results will also appear on the Sales Navigator homepage in the All alerts tab.
After you save a search, you can:
- Run the search again at any time.
- Share the search with your colleagues.
- Edit the name of the search.
- Edit the search by opening the saved search, changing the criteria, and saving the new search as a copy. You can then delete the original search if desired. Learn more
- Delete the search.
Here's a tip
You can save a total of 50 lead searches and 50 account searches.
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