Can I save my search filters?

Guide to Saving Searches and Creating Lists

Guide to Saving Searches and Creating Lists

 

1. Saving a Search 0:00

  • Start by performing a search (people or company).

  • Choose filters such as job role, employee size, and location.

  • After getting results, click on 'Save Search'.

  • Name your search (e.g., 'Search One Example').

  • Choose visibility: private or shared with account users.

  • Click 'Save'.

  • Access saved searches from the left side menu.

 

2. Creating and Saving a List 0:57

  • Perform another search to find people you want to save.

  • Decide how many people to save (e.g., 25).

  • Choose to add them to an existing list or create a new one.

  • If creating a new list, name it (e.g., 'List One Example Gen').

  • Click 'Save' to add the selected people to the list.

 

3. Accessing and Managing Lists 1:52

  • Click on the list from the left side menu to view saved results.

  • You can see only the people in that specific list.

 

4. Using Include and Exclude Lists 2:09

  • When performing a people search, you can include or exclude lists.

  • To include, select the list you want to add.

  • To exclude, select the list of people you want to remove from search results.

  • This is useful for managing blacklists (e.g., 5,000 people or companies to avoid targeting).

Link to Loom

https://loom.com/share/9715b83de33f4f328f6d1d58f8e02bc0

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