Saved Searches Access frequently used searches with one click

Effortlessly Create and Share Reports

Create specific reports for specific data or purposes and share these reports across your workforce enabling them to make quick yet efficient decisions in a timely manner.

With CRM Global Search, reports can be created to serve fruitful insights that cannot be accessed by regular reports and analytics. To ensure effective decision-making in your organization, these reports can be shared in different available formats.

Powerful Insights with Formula-Based Fields

Use formula custom fields directly in Saved Search CRM results to display calculated values for Accounts, Leads, and Opportunities. Get deeper insights without exporting data or running manual calculations.

Leverage the ‘grouping data’ functionality as well as combine multiple related searches to generate more specific reports to be accessed and leveraged for specific purposes or goals by different departments across your organization.

Using these highly customized and more relevant reports and insights, even complex decisions can be made to enhance productivity and support growth in continuously growing businesses.

Automate Saved Searches Data via Workflow

Combining the Saved Searches Functionality with Workflow Automation can help automate report sharing across people in your organization. These reports can be streamlined via email alerts to specific people wherein the email can also be written using built-in generative AI tool.

Take reporting to the next level with the Workspace Module for LionO360 CRM Saved Search. Build dynamic reports using workbook data, apply advanced formula filters, add calculations, and instantly view results, all in one place.

Build Complex Searches with Nested Rules

Enhance reports & analytics visibility by adding custom reports generated through Saved Searches to the Regular Reports & Analytics module. This will help increase visibility and strengthen informed decision-making in every corner of your organization.

Get Smart data retrieval with AI and create advanced CRM Saved Searches using nested rules and formula functions across all modules. Combine multiple conditions using AND/OR logic to get highly targeted results.

It matters because of its greater control over search accuracy and ideal for advanced reporting and segmentation.