Saving a Search

Learn how to save, manage, and update searches in Dealfront’s Target tool so you can easily reuse and organize your best search setups.

Video Transcript

After refining your search for companies or contacts, you might want to save it for future use.

Click the save icon in the upper right corner.

Enter a name for your search, then click the blue Save button.

If you’ve created folders, you can also choose where to save it.

To access your saved searches, use the navigation panel on the left.

You can edit a saved search by adjusting filters or keywords.

These changes are temporary unless you save them again.

To keep the changes, click the save icon and confirm.

If you want to keep your original search, don’t just hit save—click the three dots, choose ‘Save as new search’, and give it a name. Otherwise, your changes will replace the existing one.