Rebuilding your Jigsaw ‘Build a List’ Saved Searches on Data.com Connect
bySurfDesk10911-06-201309:12 AM - edited 11-06-201309:16 AM
Saved searches make it easy to search for new records using the same criteria time and time again, without having to enter the criteria again. For example, if you are a sales representative assigned to a territory, you probably need contacts in the same location month after month. Saving your search criteria will save you time and effort.
When you make the switch from Jigsaw to Data.com Connect, the searches you saved using the Contacts > Find Contacts search in Jigsaw will be automatically transferred to Connect. However, searches you previously saved from the Build a List tool won’t be transferred. Data.com Connect search options are a little different than Jigsaw in that on Connect, we’ve basically combined the basic contact search with the old ‘Build a List’ option into the new Advanced Search. This makes it easy to find the records you need quickly. That being said, you may want to rebuild your ‘Build a List’ searches and save them in Connect to get email updates on the new records being added that match your saved criteria.
If any of your saved searches were built using Build a List and are unavailable to you in Connect, follow these steps to rebuild your search in Data.com Connect:
1. First, we'll see if we had any searches created in Build a List, which will need to be rebuilt in Connect.
a. Log into connect.data.com.
b. Navigate to My Account > Saved Searches.
c. Notice the Type column. If your saved search is the Type ‘Build a List’, you can not click the name of the search to run it, but not to worry, we will rebuild it in just a few steps.
2. We will start with the search, “New Companies for Prospecting Efforts” by taking note of the criteria we used to build the search originally.
a. Click the ‘Switch to Jigsaw’ button.
b. Navigate to My Account > My Saved Searches.
c. Click the “New Companies for Prospecting Efforts” search name to run it.
d. Take note of the search criteria listed on the right.
3. Now, we can navigate back to Data.com Connect to enter the search criteria we noted and save the search.
a. Click the Preview Now button to navigate to Connect.
b. Click Contacts > Find Contacts.
c. Enter the search criteria you noted in step 2-d and click Search.
d. Now, you have the original search from Jigsaw Build a List in Data.com Connect!
e. It get’s better…
1. Data.com Connect comes with additional search options, like Hide My Owned Contacts and Show Only Direct Dials.
2. You can improve your search criteria using these additional options or chose to Save this Search now.
Repeat the steps for additional Jigsaw Build a List saved searches you want in Data.com Connect.
For more information on saving searches, please visit our Help & Training pagefor additional documentation and quick demo videos!
“Data.com Connect allows me to find the necessary contacts at companies, verify them with ease through the LinkedIn link, and download them conveniently and quickly.” - Amy S., Data.com Connect member