Saved Searches on the dashboard widget

How can I edit a saved search for the widget on my dashboard?

Just go to that saved search, click ‘edit criteria’, change the search criteria and hit search. When the results come up, click ‘save’ and it will resave that search with the same name and the info on the dashboard will change accordingly.

Hope that helps.


Jeff Arnold, President

4Spot Marketing

Infusionsoft Certified Partner

PlusThis Certified Partner

Zapier Certified Expert

4Spot Marketing •

11700 W Charleston #170-160 • Las Vegas • NV • 89135

O: 702-721-9763 • C: 702-525-9763

Client TestimonialsBook an Appointment

Hi, @Heather_Price,

Here’s a quick walk through to make it simpler.