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Saved Searches let you store your filter combinations so you don’t have to rebuild them every session. Any search you run on the Broker, Broker Contacts, Employer, or Employer Contacts tabs can be saved and recalled later.
  1. Apply your desired filters on any search tab
  2. Click Save Search in the filter bar
  3. Choose New Search and give it a descriptive name (e.g., “Brokers in Kansas”), or choose Overwrite Existing to update a previously saved search
  4. Click Confirm
Save Search dialog showing New Search and Overwrite Existing options
Your saved search will appear in the Saved Searches dropdown on that tab every time you log in.

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Managing Saved Searches

  • Load — select any saved search from the dropdown to instantly apply those filters
  • Overwrite — update an existing saved search with your current filters using the “Overwrite Existing” option
  • Delete — remove saved searches you no longer need
  • Filters persist when navigating between sections, so you can explore profiles without losing your search state

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Private Lists & Saved Searches

Admins can toggle a single setting that controls visibility for both lists and saved searches across the account. Setting: “Private Lists & Saved Searches” Location: Team Management → Settings
Admin Settings showing Private Lists & Saved Searches toggle
When toggled on:
  • Users will only see lists and saved searches they created
  • Admins always see everything regardless of this setting
When toggled off:
  • All lists and saved searches are visible to all users on the account
This is a single toggle that controls both lists and saved searches together — there is no separate setting for each.
Last modified on April 20, 2026