Saved Search for Customers created from WebStore

Written by
Ryan
Published on
October 27, 2023 at 12:55:41 AM PDT October 27, 2023 at 12:55:41 AM PDTth, October 27, 2023 at 12:55:41 AM PDT

Scenario

Create Saved Search that will show Customer records created from the Web Store

Solution

  1. Navigate to Reports > Saved Searches > All Saved Searches > New
  2. Select Customer as Search Type
  3. Set the following under Criteria tab > Standard subtab, add filter: Web Lead = is True
  4. Add or remove fields under Results tab > Column subtab
  5. Rename the Search Title
  6. Click Save & Run