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Save a Search on ZELIQ

Practical guide to help you save time by saving search filters

Updated over 2 months ago

The ZELIQ search tool allows you to quickly find prospects using advanced filters. To optimize your prospecting, you can save a search and access it later without having to reconfigure the filters. 👤

🫵 Why save a search on ZELIQ?

  • Time-saving: No need to redo the same search each session.

  • Consistency: Ensure you and your team use uniform criteria.

  • Simplified follow-up: Easily retrieve prospects matching specific segments.

💾 How to save a Search on ZELIQ?

Step 1: Access the Search Tool

  1. Log into your ZELIQ account.

  2. In the main menu, click on "Search".

Step 2: Define your Search criterias

Use the available filters:

  • Company Size

  • Industry

  • Location

  • Contact Position

  • ...

🍬 Discover the filter explanations in this article.

Step 3: Save the Search

  1. Once your filters are applied, click on "Save Search" at the bottom left of the page.

  2. Give your search a relevant name.

N.B: you can modify a saved search by clicking activate the “Update a saved search” checkbox and selecting the search you wish to modify.

3. Click on "Save" to save.

Step 4: Access saved searches

  1. Go to the "Saved Searches" tab.

  2. Identify the search you want to load.

  3. Click on it to display the corresponding prospects and apply filters.

👩🏼‍💻 For further information, please do not hesitate to contact us:

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