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Using Saved Search

The Saved Search feature uses Customer, Contact, Vendor and Partner saved searches in your account to load markers on the map. Should you have specific filters that are not available in QSmap, create a saved search to show those entities. Unless you click the Include public searches checkbox, only searches owned by you will be shown.

If you create a saved search in another browser tab while QSmap is loaded, click the Refresh button to load it.

With Include public searches clicked, public searches will be shown in italics in the dropdown.

If you know the name of the search, you type it and the dropdown will filter the searches as you type.

Suggested Uses for Advanced Searches

Create an Event Invitation List

If you are planning an event, draw a circle around the event location and search all leads, prospects and customers within the target area. That list can be exported for a perfectly targeted Event Invitation List.

Maximize Business Trips

  1. Visiting customers is great, but using that trip to fit in prospect visits makes more efficient use of travel time.
    1. Draw a circle around your customer or map out the route using the multi-line tool. Search for any leads along your route or within a designated range of your destination.
    2. That list can be exported and uploaded to Google MyMaps to create an on-the-go.
  2. Visualize Green Field territory
    1. Determine where there are untapped potential sales.
    2. Run a search on your territory for customers or by product.
      1. Look for gaps over major cities or in target cities where you have fewer customers to identify prospecting bases.
  3. Get a handle on your largest customers
    1. Geo-locating the top 20% will help Sales and Marketing teams better allocate time and resources to growing those customer bases
    2. Create a Saved Search (or edit an existing one) to pull your most valuable customers.
      1. Be sure to designate the search public or privately owned.
    3. Pull the search up in QSmap and easily identify where your top customers are located.
      Use this information to:
      1. Plan onsite visits
      2. Organize sales territories
      3. Finding untapped potential in underrepresented geographies
  4. Be Creative…make your data work for you
    1. Map out prospects that attended a particular event or conference
    2. Identify where your biggest sales of the year are located
    3. Recognize geographic trends in product adoption

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