In Salesbox, you can do advanced search on tabs of tasks, leads, delegations, opportunities, appointments, accounts, contacts, call lists, campaigns. It would be helpful to save advanced search template for those searches you regularly work on for later usage. You can do that by following steps:

1. Go to preferred tab (tasks, leads, delegations, opportunities, appointments, accounts, contacts, call lists, campaigns)

2. Choose one or muti-search criteria (click to choose respective fields, operators, values) as you want

3. Click Save or Save and Share button right underneath and follow the instruction

4. Now you can see the saved advanced search template displayed on the "advanced search" section


You can also copy or delete a saved advanced search if you want by clicking on the three - dot action button next to the search button