New Feature – Saved Searches for Contacts

LeadMaster is rolling out another new feature – Saved Searches for Contacts.

There are two main categories of searching in LeadMaster – Contacts and Accounts/Records.  You’ve always been able to save your searches for accounts.  Now you can do the same thing for Contacts.

Suppose you want to search for all contacts in North Carolina who have a C-Level title, work in the Finance Department, are on a specific lead nurturing track and have opened the email message for that specific track, have a lead status of HOT, have a sales stage of Proposal Submitted and they are part of the Webinar Marketing Campaign.

That’s a lot of search criteria.  If you need to do this search on a regular basis chances are you wouldn’t want to make all those selections every time.  Use the ‘Save Search’ feature and you’ll save time.

Saved Search for Contacts

Saved Search for Contacts

After saving the search you can use this search again by clicking on ‘My Searches’ from the Search Contacts page.


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Explore posts in the same categories: General Info, Uncategorized, What's New at LeadMaster


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One Comment on “New Feature – Saved Searches for Contacts”

  1. […] Required Field Available – Marketing MixMultiple Email SignaturesPreview Records Before ImportSaved Searches for ContactsRestricted Access to Custom Form DataSearch Filter Defines Access To RecordsYou can subscribe to […]

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