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Saved & History keeps your saved searches in one place and logs every search you run — even ones you did not save.

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At a glance

Open Saved & History from the main navigation. The page has two tabs:
  • Saved Searches — queries you saved from the Search page, with alerts and quick actions
  • History — an automatic log of every search you have run
Saved & History page overview

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Saved Searches tab

  1. Run a search on the Search page with your desired query, source, mode, and filters.
  2. Click Save Search and give it a descriptive name.
  3. Your saved search appears on the Saved Searches tab.
Use the Saved dropdown next to Save Search on the Search page to load a previously saved query without leaving Search.

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Reading a saved search card

Each card shows:
  • Name — the title you gave the search
  • Source badge — e.g., Federal, SLED, DIBBS
  • Query — the keyword or phrase used
  • Filters — any active filters (if set)
  • Mode — Smart or Lexical
  • Last Run — when the search was last executed
  • Created — when the search was saved
  • Run Search — re-run immediately

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Card actions

Click Run Search on any card to execute it with the current data. Results open on the Search page. Editing takes you back to Search in Edit Mode:
  1. Click the pencil icon on the saved search card.
  2. You are taken to the Search page with your saved query pre-loaded.
  3. An Edit Mode banner confirms you are editing: modify your search parameters above, then click Update Saved Search to save your changes.
  4. Adjust the query, source, mode, or filters as needed.
  5. Click Update Saved Search to save.
  6. Click Cancel Edit to discard changes and return to Saved & History.
Changes are not saved until you click Update Saved Search. Navigating away without saving discards your changes.

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Renaming, duplicating, and deleting

  • Rename — open the … menu and choose Edit Title
  • Duplicate — click the copy icon on the card
  • Delete — open the … menu and choose Delete
  • Delete multiple — open the … menu and choose Delete multiple

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Email alerts

To receive email notifications for a saved search, click the bell icon on its card.
  • Gold bell — alerts enabled
  • Grey bell — alerts disabled
Alerts are sent by email only. Check your account email and spam folder if you are not receiving them. To disable alerts, click the bell again. The card shows a strikethrough bell and a confirmation when the search is updated.
Email alerts work with your Company Profile. Complete your profile so alert emails include relevant context.
Saved searches can be shared with your whole organization or specific teammates, so your team can subscribe to the same alerts without rebuilding the query themselves.
1

Open the Share option

Click the Share icon on a saved search card (or open the … overflow menu and choose Share).
2

Choose who to share with

Select Share with organization to make the search visible to everyone in your org, or Share with teammates to pick specific team members.
3

Send the share

Click Share. Shared teammates see the search appear in their own Saved Searches tab.
Share saved search dialog with options to share with the whole organization or specific teammates
Subscribing to a shared search When a saved search is shared with a teammate, they can click Subscribe on the shared card to opt in. Subscribing turns on the same email alerts as the original search — the subscriber gets the same alert emails, on the same schedule, without owning or needing to recreate the query.
  • The original owner keeps edit and delete rights over the search.
  • Teammates can unsubscribe at any time to stop receiving alerts, without affecting the original owner’s alerts.
  • Sharing requires being part of an organization with teammates. See team collaboration for how to invite teammates from Settings → Organization.

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History tab

The History tab is an automatic log of every search you have run in SamSearch, including searches you did not save. Each history entry shows:
  • Search query
  • Source (Federal, SLED, DIBBS, etc.)
  • Search mode (Smart or Lexical)
  • Number of results returned
  • Time the search was run
Use History to:
  • Re-run a recent search you forgot to save
  • Review what you have already searched
  • Find a past search and save it from the Search page
History entries do not have alerts or edit options. To save a query from History, run it on the Search page and use Save Search. Use the search bar at the top of Saved & History to filter your list by name or query term. Click Filter to narrow by source, mode, or date range.

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FAQ

Q: How many searches can I save? A: There is no limit to the number of saved searches you can create. Q: Can I share saved searches with my team? A: Yes. Click the Share icon on a saved search card to share it with your whole organization or with specific teammates. Teammates can then subscribe to receive the same email alerts as the original search. Q: Can I export my saved searches? A: Exporting saved searches is not currently available from this page. Q: What happens if I delete a saved search? A: Deleting a search removes it permanently, but you can recreate it from History or by saving a new search on the Search page. Q: How do I know if my alerts are working? A: Confirm the bell icon is gold (enabled) on the card. Check your email inbox and spam folder for alert messages.
Next step: Save individual opportunities from your search results on the Leads page.