Sunday, September 30, 2018

Create a Company Search Without Originating Leads

1. Navigate to List> Search> Saved Searches> New> Company
2. Criteria tab> Standard subtab> Formula (Text): {status} is not empty
3. Click on Preview button> Notice there no more entries on the Results that shows '(Originating Lead)'
4. Click on Return to Criteria button> Enter title into the Search Title field> Set Public=T> Click on Save&Run
5. Double check by creating a Customer Search (List> Search> Saved Searches> New> Customer> Click on Preview button. Notice the results are the same between the Company Search and the Customer Search.
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