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How to create a search and save it as a selection 

In this article

    A selection is a list of data that shares one or more search criteria. It can be later used to perform a number of actions. In this article we will explain how you can create a search and save it as a selection.   

    A selection is a great tool to extract useful information from your CRM database. It helps you find information based on criteria you choose and places the information in a list for further action.

    For example, as a sales manager, you may want to see a list of all sales over €5,000 that are ready to be closed each month. Or maybe you are a consultant and want a list of all the projects you are involved in. Or if you work in marketing you may need a list of all customers who have signed up for your monthly newsletter.

    Creating a selection starts by performing a search. You can use a typical search and/or build your own search by adding the search criteria you need. Once you’ve found the information you were looking for, you can save your search results as a selection.

    How to save as selection

    There are three options to save you search results as selection:  

    1. Static selection. A static selection is a list of records that will not change until you add or delete content from this list manually. This means you will have full control over your selection.
    2. Dynamic selection. A dynamic selection is a list of records that is always up to date. Any entry in your database that matches your selection criteria is automatically added to your selection.
    3. Add to existing static selection. You can add all the records you found in your search to an existing static selection, instead of creating a new selection. 

    Saving a search result as a selection

    See how you can create a search and save it as a dynamic selection in this short video or follow the steps below: