My Stuff
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Comments
-
I do believe that I have figured it out! :D I did an advanced customer search for "Stage: Lead" and "Status: Lead - Qualified." I saved this search. Then I went to groups and created a new group from "Saved Customer Search" and found my new saved search in the "Saved Search" drop down list. Yipee! Hope this helps someone…