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Saved Search

Last updated 4 months ago

Step 1: Start by applying filters to the Accounts or Contacts section to narrow down your search according to your preferences.

Step 2: Once your filters are set, click on the "Save Search" option to save your current search configuration.

Step 3: You can now view your saved searches under the "Saved" tab, where all your previously saved searches are stored for easy access.

The last three Saved Searches will be visible under respective tab (Accounts and Contacts) when no filters are applied, allowing for quick reference to your most recent saved searches.