Scenario
User intends to create a Customer Saved Search and show only all Parent Customers.
Solution
- Navigate to Lists > Search > Saved Searches > New
- Select Customer
- Search Title: Enter Title
- Click Criteria tab > Standard subtab
- Filter:
- Select Sub of
- Sub of: Select -None-
- Click Set
- Select Stage
- Stage: Select Customer
- Click Set
- Click Results tab > Columns subtab
- Add or remove fields depending on the information needed
- Click Save & Run