Viewing and executing a saved search in IBM® Sterling Field Sales

You can search for a saved search, and then view and execute the saved search.

About this task

To view and execute a saved search:

1. Log in to Sterling™ Field Sales.
2. Click . The Saved Searches dialog box is displayed. Perform the following steps:
   1. In the Saved Search Name Contains box, enter either the complete name or the partial name of the saved search.
   2. From the Search Type drop-down list, select the appropriate entity. For example, to search for a saved opportunity search, select Opportunity from the drop-down list.
   3. Click Search. The saved searches matching the criteria are displayed.
   4. Select the check box adjacent to the saved search you want to view and execute, and click the saved search.

      The corresponding search screen is displayed with the search criteria populated along with the search results.