Create a Saved Search that Lists all Companies grouped by Sales Rep and Status

Create a Saved Search that lists all Companies grouped by Sales Rep and Status.

1. Navigate to List > Search > Saved Searches > New.

2. Choose Customer search Type.

3. Under the Criteria tab, choose the field that is used to filter the result.

4. In the Results tab, add following fields with its corresponding Summary Type:

- Sales Rep: Group
- Status: Group
- Company Name: Count

5. Click Preview then Save the Search.