Saved search is a feature in Sage CRM that used for searching record with predefined search criteria’s. It also reduces the time consumption of defining the search criteria every time user logs in into the system.
Saved search can be created from Search Screens as well as from Advanced Find screens.
By default there are predefined saved searches available in Sage CRM for few of the entities that are listed below.
- Lead – My Leads In Progress
List downs the leads that are In Progress and assigned to the logged in Sage CRM user.
- Company – My Companies
List down the list of companies whose Account Manager is currently logged in Sage CRM.
- Person – My people
List down the list of persons whose Account Manager is currently logged in Sage CRM.
- Opportunities – My Opportunities In Progress
List downs the Opportunities that are In Progress and assigned to the logged in Sage CRM user.
- Cases – My Cases In Progress
List downs the Cases that are In Progress and assigned to the logged in Sage CRM user.
You can also create custom saved searches. Suppose you need to list down opportunities that are at Proposal Submitted stage and are In Progress for some specific territories. This can be created by following below steps.
- Go to Opportunity Search screen in Sage CRM.
- Set the search criteria on below fields. Refer screenshot.
- Stage =Proposal submitted
- Status = In progress
- Territory = Texas
- Click on Find button.
- On click of the icon, to create your Saved Search list. Refer below screenshot.
- Your Saved Search will be listed into below highlighted list.
Next time whenever you go to opportunity find screen you can just simply select the saved search in order to find records instead of selecting the search criteria’s.
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