Focus: The focus of this public FAQ/Self Help guide is to provide you an overview and details on how to copy/clone a Find Lead Saved Search in your Cliently account.
What are Cliently “Find Leads?”: Cliently Find Leads section is used to Find new leads using Cliently’s Global searchable database with more than 50+Million Records, add them into “My Clients” and start communicating with them using Cliently Flows.
Why would I want to copy/clone a saved search for leads?: Let’s say you have an Lead Saved Search, but want to modify for a small change. Coping/cloning a saved lead search a is a great way to go as it can help you save time by not recreating the search from scratch, but rather copy and modify the small change you need. Please note, you can have “unlimited” number of saved lead searches in your account.
What is going to be the new name of the copied/cloned saved search for leads?: For example, if you have a lead source named “Chief Technology Officers”, When you copy it, it will be named “Chief Technology Officers (Copy)”.
Step 1: Find Leads - Copy. Access Find Leads and access your existing searches.
Step 2: Access Settings. Next, you will need to go into the lead search settings by clicking on the "Gear" icon.
Step 3: Copy Lead Source. Next, find the link to “Copy Lead Source” and click on it.
Confirm, by clicking on the yellow “YES” button to complete the copy.
Step 4: Copy has been completed. The copy has been created and you will see the copied lead search has been added. Please note: The name of the copied lead search has been added with (COPY). Cliently recommend that you “edit” the new copy and modify the name so you know the differences in your saved searches for leads.
Need Help? If you need any help with Find Leads - copy/clone, please login to your Cliently Account and click on the red “Help/Chat” icon found on the bottom right side of your account.