To view your client's saved searches, scroll to the taskbar on the left menu of the Elevate CRM
Whether you click on Contacts or Leads, you should be able to see the full list.
Click on a particular client's name to view their profile.
From here, you can view their profile allowing you to view notes, tasks, communication, and saved searches.
- For more on your Client experience and related notifications, visit our article and video on this topic.