Save, Share, and Set Alerts for Search Views

Overview

Create search views to save your most frequent search filters and get quick access to specific search results for people, companies, deals, and tasks.

For example, if you search often for Chief Marketing Officers in the computer software industry, you can save a view with these filters and set subscription alerts for this view to make your outreach process more efficient.

Check out the following sections to learn about saving searches, sharing search views with your team, and setting subscription alerts.

Save a Search

To save a search view:

1. Launch Apollo and click People, Companies, Deals, or Tasks.
2. Add any filters that you want to apply to your search.

3. Click Save as new search.

4. Give your view a descriptive name and click Create search.

You can use your new view any time you search in Apollo.

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Use Saved Searches

You can apply your saved views whenever you search for people, companies, deals, or tasks in Apollo. You can also search with your teammates' saved views if they've made them public.

To access a saved search:

1. Launch Apollo and click People, Companies, Deals, or Tasks to start a new search.
2. Click Default view.

3. Use the search bar to find a specific view or browse saved views from the following options:
   • All searches: Use the default view.
   • Your searches: Use one of your saved views.
   • Favorites: Use one of your favorited views.
   • Shared: Use a view created by another teammate. Only public views will appear here.
4. Click on a view to apply it to your search.

4. Apollo applies the filters from your saved view automatically and displays updated search results for this view.

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Edit Saved Searches

Once you save a search, you can edit or delete it at any time.

To update a saved search view:

1. Launch Apollo and click People, Companies, Deals, or Tasks.
2. Click Default view to open the Views menu.
3. Hover over the view you want to edit and click ...
4. Select one of the following options:
• Edit: Open settings to edit your saved search.
• Favorite: Save this search view to your favorites tab to access it more quickly.
• Duplicate: Make a copy of this search view.
• Share: Share this search view with your team.
• Subscription: Set subscription alerts for this search view.
• Delete: Delete this view.

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Share a Search View

You can configure the visibility of your saved searches to keep them private or share search views with your teammates.

To update your search view's visibility:

1. Open your saved search and click Search settings.

2. Click Visibility and sharing.

3. Under Visibility, select one of the following options:
   • Restricted: Keep this view private to yourself and selected users with access.
   • Everyone at your company: Make this view available to everyone on your team. Apollo will display this as a shared view option whenever your teammates run a search.

4. If you set your view's visibility to restricted, you can give specific people or teams access to use your view when they search. Under Share with, enter a teammate's email and select one of the following permissions for them:
   • Full access: Can edit and share this view.
   • Can edit: Can edit your view but can't share it with others.
   • Can view: Can use this view to search but can't edit or share it with others.

5. Teammates with permissions to see, edit, or share this view will appear below People with access. You can edit each individual's access or remove access as needed.

6. Click Done.

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Set a Subscription Alert

You can create subscription alerts for a saved view in people or company searches.

When you set a subscription alert, Apollo sends you notifications about the newest people or companies that fit your saved search view criteria. You can subscribe to daily, weekly, or monthly email alerts so you can follow up on new prospects.

To create a subscription alert:

1. Open your saved view and click Search settings.

2. Click Subscription alerts.

3. Select one of the following cadences for your subscription alert:
   • Daily
   • Weekly
   • Monthly

4. Click Done.

You'll receive email alerts when Apollo detects new people or companies that match your saved view criteria.

With your new prospects, you can reach out to people through sequences and emails, export search results to a CSV, or save people and companies to a prospect list.

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