Purpose:
On offrs you are able to save and load lists that consist of people meeting the search criteria you have set. 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 on your home screen.

2. Click on the 'Search Leads' button.

3. Adjust the search criteria on the left (including any advanced options) until you have the group you are looking for.

4. Click on the 'Search' button.

5. When satisfied with the current viewable list of people, click the gear icon located in the top right corner of the lead list.

6. Select the 'Save Search' option.

7. Enter the name you would like to give this list.

(The search will be saved by its name and will include the date it was created.)

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

Search Terms: Saving, save, list, group, people, grouping, custom

Did this answer your question?