Last Revised: 31 Dec 2019 Written by Veloxity CRM Time Estimate: About 1 minute to read.
On the Main Menu, click Search.
Select either Advanced Search or Query by Example to create your search.
Select a Data Type to Search.
Enter data for the Search.
Click Save Search.
After defining search criteria, you have the option to save your search by clicking Save Search.
You are looking at a screenshot of the Save Search button:
Figure 3. Save Search.
Saving a Search saves the search to Veloxity CRM. Groups with permission to access this Search will be able to quickly select and run the Search from Saved Searches at any time.