Saving and Managing Advanced Contact Searches 

 

How do I save my Contact Search in Agentbox?

*Note: The saved search will save the search criteria, not the actual results therefore any new contacts will appear each time you run the search.

 

 

1. Open the Advanced Contact Search panel

 

2. Enter your Search Criteria into the appropriate fields

 

 

3. In the Save Search field enter the name you would like to save this search by

 

 

4. Click Search.

 

 


 

How do I find my Saved Search in Agentbox?


1. Click the Contact icon from the main menu

 

2. Click the Advanced Search drop-down and select your Saved Search from the left panel

 




4. Your Target List will appear on the screen.


 

 

How do I edit a saved contact search?


1. Open one of your saved searches
 

 

2. Click the Refine Search tab
 

 

3. Alter search requirements as you wish

 

4. Click Search to save changes

 

 

 

How do I remove a saved contact search?
 

1. Open one of your saved searches
 

 

2. Click the Refine Search tab
 

 

3. Click the Remove Saved Search button
 

 

4. Click Yes


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