You can rename, delete, or duplicate your saved filters, or change their visibility.
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In the top left of the Search page, click Saved filters and then click MANAGE to open the SAVED FILTERS & ALERTS box.
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Locate the filter you want to change, and do any of the following:
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Rename: Click
beside the filter name, enter the new name, and then click
.
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Delete: Click DELETE and then click DELETE in the confirmation message.
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Duplicate: Click DUPLICATE, give the filter a new name, and then click
.
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Change visibility:
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If the filter is private, click MAKE PUBLIC so that others in your company can see and use the filter.
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If the filter is public and you created it, you'll be able to click MAKE PRIVATE to make the filter private. This removes any recipients who receive alerts on the filter.
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Change alert frequency: Set whether you want alerts to be sent immediately, daily or weekly.
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Change alert recipients: Click ADD RECIPIENTS or EDIT. Enter the name of the team member you want to alert about new calls that fit the filter's criteria, and then click SAVE.
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