3.2 Loading and Editing a Saved Query

This guide outlines the steps to load, edit, and re-save a query.

Open Search Builder from the Leads view by clicking the Search Builder button.

Figure 1: Clicking Search Builder button
Click the Load Saved Query dropdown.
Select the desired saved query from the list.

The saved query conditions will appear in the Search Builder.

load saved query

Figure 2: Loading a saved query

Follow the steps above to load the query.
Modify the existing expressions or add new conditions as needed. For example, in the GIF below, a condition "Project Title Does not contain 'construction'" is added to the previously saved query.
Click Save Query to store the updated version.

sav load query

Figure 3: Updating a saved query

For additional assistance, contact support.