Edit saved lead and account searches in Sales Navigator

Last updated: 2 years ago

After you save a search in Sales Navigator, you can edit its name. Also, with a saved search, you can create another search by updating the filters available in a previously saved search.

Saved search email alerts notify you on a weekly basis when new people match your saved search criteria. This email indicates the number of new members or accounts we've found since the last email alert you received.

To edit the name of a saved search:

  1. Sign in to Sales Navigator.

  2. Click Saved Searches in the top right corner of the page.

  3. From the Saved searches window, click either the Lead or Account tab.

  4. Move your cursor over the name of the search you would like to edit and click the Edit icon.

  5. Edit the name of the search and click Save.

  6. To save a new search based on one you've already created, go to that saved search and update the filters accordingly. Once you click Save search above the filters on the left, you'll be prompted to provide a new saved search title and it won't alter the previously saved search parameters.

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