A. To save a search, first search on the criteria you wish to use to narrow down those contacts in your database, (i.e. all my prospects or all my referral sources). Go to CONTACTS, click SEARCH and enter the criteria for your search. Once the results have been returned click on CONTACT TOOLS, SAVE SEARCH, name it by typing over the date/time stamp and decide if it should be visible to others. Private means only your user can view this saved search.
