How to Use Saved Searches Within Seamless.AI

Learn how to use Saved Search in Seamless.AI to keep track of previous search criteria to re-run and research new contacts.

Saved Search is finally here and provides the ability to maintain and keep track of previous search criteria to re-run and research new contacts that are available! In the below article, we will give a brief overview of the functionality and how it can be utilized to maximize your efficiency within Seamless.AI!

How to Save a Search

1. Go to the Search tab within Seamless.AI

2. Enter your Search criteria and click the search button. For example, I have utilized the search title of CEO.

3. After running the search, a Save Search bookmark icon will appear at the top of the search results as shown in the image below.

4. Click the Saved Search bookmark icon located at the top of the search filters column, or next to the search in the Search History.

Provide a title for Saved Search, this can be whatever best supports your workflow and key information used for this search. Users can also enable or disable saving your search progress. Saving your search progress will bring you right back to the page of results you previous left off on, a workflow and time saver! 

Loading a Saved Search

Users can access previously saved searches through the file folder icon in the Search Filters column, or the Saved Search tab in the middle of the homepage.

Simply click the Saved Search you would like to view, and the search will be automatically loaded and bring your back to the results!

Editing or Deleting a Saved Search

If you are looking to edit or delete a Saved Search, navigate to the Saved Searches through the file folder at the top of the search filter column.
Locate the search to edit or delete, and click the 3 dots to make your choice!

Need Assistance setting up Saved Searches? Contact Us!