How To Add a Saved Search In the CRM
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From the website dashboard, go to the CRM by either clicking on the green View Leads bar on the left or selecting My Leads from the Favorites waffle icon dropdown.
Navigate to your leads by clicking on Lead List to the left.
Click on the lead’s name. Here we will add a Saved Search for Bert Muppet.
From the lead card, click on Property Organizer, Saved Searches, and Add New.
Fill in the search parameters and click on Save Search.
You will now see the custom Saved Search in the lead card. You can edit the saved search, turn email alerts on or off, or delete the search.