FAQ-136-OPPORTUNITIES-How do I edit or delete a colleague’s saved search?

Find out how to edit or delete a saved search that was shared by a colleague in the Vehicles and Opportunities modules.

Prerequisites: you must have a Director or Sales Manager profile, and you must have access to the saved search (shared with your entity or group).

1. Open the search you wish to edit

In the “Select a search” field (Vehicles module) or the “Display” field (Opportunities module), select the search shared by a colleague, then click the blue pencil next to it.

The “Editing a saved search” window opens and displays: “This search was created by another colleague. You can edit or delete it.”

You can then change its name, whether it is pinned to the home page, and its sharing settings. The applied filters can still be edited directly on the page, outside this window.

2. Confirm the change

Once you have made your changes, click “Save changes”.

An alert is displayed to inform you that the change will be visible to all colleagues with access to this search. Click “Yes” to confirm.

3. Delete the search

From the same window (or from the “Opportunities” menu), click “Delete”. An alert asks you to confirm: the search will be permanently deleted for all colleagues who have access to it.

Click “Yes” to confirm the deletion.

Note: with a standard profile, searches shared by other colleagues are read-only (view only).