In this article, you’ll find:
Creating a Saved Search
A Saved Search on UpLead is a collection of your selected search criteria, including filters, facet filters, exclusions, and sorting options. By saving your search, you can quickly access the same set of parameters to find relevant contacts efficiently.
To create a Saved Search on UpLead, follow these steps:
1. Select Your Search Criteria
Navigate to the Contact or Company Search sections from the dashboard.
Apply the desired filters and facet filters to refine your search.
You can also set exclusions and sorting preferences for a customised list of contacts.
2. Save Your Search
You have two options to save your search criteria:
From the Search Criteria Pane - Click on Save Search Criteria at the bottom of the Search Criteria panel (located on the left side).
From the Top-Right Corner - Click on the Save Search button in the top-right corner of the screen.
3. Name and Confirm the Saved Search
After pressing either button, a dialogue box will appear.
Enter a name for your saved search.
Click on Save Search to confirm and store your search criteria.
Accessing and Managing Saved Searches
You can access your saved searches in two ways:
1. From the Search Criteria Panel
Click on View Saved Searches at the bottom of the Search Criteria panel on the left side.
2. From the UpLead Main Menu
Click on the three horizontal lines near the UpLead logo to expand the main menu.
Click the arrow button next to either Contact Search or Company Search.
Select Saved Searches from the dropdown. This will display either the contact or company saved searches, depending on your selection.
Managing Saved Searches with Actions
In the Saved Searches list, you can manage your saved searches using the Actions panel located on the right side, as shown in the image:
Open Saved Search
Click on the Square with Arrow icon to load the saved search.
Edit Name
Click on the Pencil icon to rename the saved search.
Delete Saved Search
Click on the X icon to permanently delete the saved search.
FAQs
Q: Why is my saved search showing outdated results or no results at all?
A: Saved searches may contain old filter data if the filters have been reworked or updated.
To refresh a saved search:
Change any filter or criteria.
Save the search again by following the steps above.
Q: What happens when I load a saved search?
A: When loading a saved search, the search criteria will propagate to both Contact and Company searches. This allows you to use the same set of filters across different search types.
Q: Why are my saved search results inconsistent over time?
A: As data may change over time, the results of a saved search may not be consistent from one data update to another. Contacts and companies may migrate to new activity domains, companies may close, and contacts may no longer work in the same industry so it is recommended to periodically refresh your saved search by reviewing and updating the search criteria to reflect the most accurate and relevant data.
Next Steps
Still need help? Contact UpLead Support for assistance.