Saved Search

Once you have created a Search you want to save. Click the save button on the far right screen.

Why is saving a search so valuable? 

When you save a search you will get weekly email updates on that specific search/list and be notified when new people are found matching that criteria.

Once you click Save Search you will be asked to give it a name and decide weather or not you want it visible to the entire team or just you. 

The email update you will get weekly (if there are any new contacts that fit your criteria) will look like this image below:

If you have additional questions please let us know and reach out to us at support@advizorpro.com