Saving searches and setting alerts is a great way to automatically repeat searches in the future, to see if your search results change over time. We'll use Lead Builder to perform a search, then save that search and set up notifications on a specific schedule. We'll also see how to delete saved searches.
- [Voiceover] If I perform a search in Lead Builder today then come back in a few weeks and perform that same search, I'll probably find different results. People get promotions, people switch jobs, even switch careers, change job titles. New users join LinkedIn constantly so repeating specific searches at different times can actually be pretty valuable but what's even more valuable is to build out a saved search then let Sales Navigator monitor those search results for you automatically.
So let's start with a simple search based on what we saw in the movie on searching for leads. I'm gonna use Lead Builder so I'm gonna click on that up at the top and I'll start by setting the company. I'm just gonna use that same little design firm that we saw earlier, and that's gonna be my first search criteria. Then I wanna filter down those search results to only people who are web designers so I'm gonna go to the current title field and I'm gonna search for web designer and because this search term is two words, I'm gonna wanna wrap that with quotation marks so I'm sure that it searches for that specific phrase.
So now I have two search criteria and this is going to give me specific results for the people that I'm looking for. So I can hit the search button and this gives me a list of results. And this gives me exactly what I'm looking for. It's just too bad that there are only three results. I know this company is gonna have some big growth later this year, so I could try to come back and do this same search again in six months or I can save the search. So to do that, I'm gonna look up here near the top right corner on the search results page and I can click on this button that says "Save this search." I'm gonna get this panel and the first thing I need to do is just give this saved search a title so I'm gonna call this "Red30 Web Designers." Next I can assign an alert based on a period of time and that's this little drop menu here.
So it's basically gonna run this same search periodically according to what you choose in this menu and then it's gonna send you a message if it turns up more search results on that search. So when this little design company starts to grow and hire more web designers, I'm gonna know pretty quickly. I'll have more potential leads with very little extra work. Just be aware, if you choose to receive an alert daily, weekly or monthly, you're going to only be able to have 15 active alerts.
Now you can have as many saved searches as you want but you can only have 15 of them set to send you alerts. In other words, if you set a saved search and choose "Never," it's not going to count against that quota. So you can get 15 saved searches with notifications but you can have as many as you want if they're set to "Never." Now for now I'm just gonna leave this set for weekly notifications, I'm gonna hit the little green check mark to save this, it's gonna add it to this list here and that search is saved.
And I can click anywhere outside of that panel to close it. Now if you ever need to modify your saved searches or just delete a saved search, here's what you can do. Notice up at the top right there's that button we hit earlier to save the search and there's another button that says "View saved searches." Just keep in mind that you only see those buttons after you perform a search so as long as you're on a screen like this showing you the results of a search, then you can go up here and you can click that button that says "View saved searches." From here you could make changes.
Usually you're gonna see a much longer list. I only have one item on this list so if I wanted to make a change to this one item, I could hit this little pencil icon and I could make changes to the title or to the alert, hit the green check when I'm done. Or if I just want to delete this item from the list, I can hit the little trash can icon, it removes that item and anything else remaining on that list will still be there. So this is just another excellent way to improve your workflow. You might wanna go through and set up several saved searches and then set up those notifications on a frequency that makes sense for your sales strategy.
- Setting up Sales Navigator
- Finding new leads with Lead Builder
- Saving Lead Builder searches
- Using updates and suggestions
- Viewing LinkedIn profiles
- Making introductions via shared connections
- Using InMail to reach contacts
- Using the Sale Navigator mobile app