THIS ARTICLE IS FOR: ✅ Self-Serve
Stage: Trial / Onboarding / Live
Owner: CS
Last updated: 2026-7-27
TL;DR
Saved Filters let you reuse a full search setup without rebuilding it.
You can save filters from B2B Search or Internal Data.
Load any saved filter instantly from the Saved Filters menu.
You can also recover and reapply filters from any past order.
When you'd use this / Why it matters
Use Saved Filters when you run similar searches repeatedly, want consistent targeting across campaigns, or need to quickly relaunch or iterate on a past export.
Step-by-step: Save a filter
Build your filters as usual in B2B Search or Internal Data
Click Save Filter above your applied filters
Enter a name for your filter
Click Save Filter to confirm
Step-by-step: Load a saved filter
Open Saved Filters from the top-left side menu
Scroll to find the filter you saved
Click the filter name
The filter loads instantly with all settings applied.
Managing saved filters
Click the three-dot menu next to any saved filter to:
Share it with a teammate
Delete it if no longer needed
Recovering filters from a past order
Go to Order History
Find the order you want
Click View Filters, then Show All Filters
This shows exactly which filters were used for that export.
Re-applying filters from an old order
Go to Order History
Click the three-dot menu on the desired order
Select Send Order → Share link
Click Copy link
Open a new browser tab, paste the link, and press Enter
Your dashboard opens with all filters from that order already applied.
Expected outcome
You should now be able to:
Save filter sets once and reload them instantly
Share filters with teammates
Recover filters from any previous order
Troubleshooting / FAQs
Can I save filters from both B2B Search and Internal Data?
Yes.
Will saved filters update automatically?
No — they load exactly as saved, but you can edit after loading.
I don't see the Save Filter button. Why?
Save Filter only appears after at least one filter is applied.