Our users are able to save and load lists that consist of people meeting the search criteria set in place. It is important to keep in mind that this is a living, breathing list. It will show anyone who meets the criteria which means that as people newly meet or no longer meet the criteria, they will be added or removed from the list accordingly.  

  1.  Locate the 'Smart Leads' module from the home-screen.
  2.  Click on 'Search Leads'.
  3.  Locate the gear icon in the right-hand corner of the search results.  You will find it to the right of 'Add Person'.
  4.  Click on the gear icon and select 'Load Search'.  A pop-up menu will populate.
  5.  Click on the search bar within the pop-up.
  6.  Select the previously saved list you you would like to load.

Thank you for reading this article. We hope we were able to help!

Search Terms: Saving, save, list, group, people, grouping, custom, loading, previously, previous

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