Saved Search for Customers created from WebStore
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
- Navigate to Reports > Saved Searches > All Saved Searches > New
- Select Customer as Search Type
- Set the following under Criteria tab > Standard subtab, add filter: Web Lead = is True
- Add or remove fields under Results tab > Column subtab
- Rename the Search Title
- Click Save & Run