Creating a Saved Search for a Lead

[Bruce Swedal Denver]

When I am in the admin side and trying to create a saved search to send alerts to a lead.

I click on the create saved search for this lead button.

It then takes me to the idx page search by city tab.

If I create the search for that lead on that tab it seems to load fine into that particular leads account

However

If say I want to set up the search by another tab - say zip code.

So I click on the zip code tab - set up the search and click the save the search button.

In this case it saves that search under my own account and not the leads account.

So what I am finding is that the only search I am able to set up for a lead from the admin side is the search by city because when I click any other search option tab whether zip, subdivision etc it will save that search under my account instead of the leads account.

Hope all that makes sense.

site is bruceswedal.com

[Aaron]

Hi Bruce,

We'll get this fixed for you as soon as possible and let you know when it's complete.

Thank you,

[tsteuwer]

Bruce, where are you finding this "Create a saved search" button in the admin section? I always thought you had to create an account for the lead and then log into that to do it. Please advise. THank you!

[REW Andy]

Hey, Bruce,
You should be able to create saved searches for leads now. Let us know if you're still having issues.