What You'll Learn
How to save custom search filters
How to access your saved searches
How to manage and delete saved searches
Why Save Searches
Avoid repeating the same search filters daily
Quickly access your most important searches
Set up notifications for new results
Save time on routine searches
Creating and Saving Searches
Step 1: Set Up Your Search
Go to Search
Add your filters:
Location: Draw custom areas or use postcodes
Project Value: Set minimum/maximum values
Project Type: Choose residential, commercial, etc.
Status: Include/exclude completed projects
Any other filters you need
Step 2: Save Your Search
Once you've set all your filters, scroll to the top
Click Save Filters
Enter a descriptive name (e.g., "High Value Resi Glasgow")
Click Save
Accessing Saved Searches
From Dashboard
See your most recent saved searches for quick access
Click any saved search to run it instantly
Shows both company and project searches
From Saved Section
Go to Saved in the top navigation
View your saved searches with:
Search name
Date created
Location details
All applied filters
Managing Saved Searches
What You Can See
Search name and creation date
All filters that were applied
Location information
Project/company type and value filters
Deleting Searches
Click delete button on any saved search
Removes it from your saved searches list
Tips
Use descriptive names that remind you what the search is for
Save searches for your most common filter combinations
Set up notifications for saved searches (covered in separate tutorial)
Works the same way for both company and project searches
That's it! You can now save time by reusing your most important searches instead of setting them up every time.