Documentation Your workspace

Saved-post dashboard

Find the post, not just the company.

How to use it

  1. Open the dashboard from the panel or savethislead.com
  2. Use Columns to choose what the table shows
  3. Use Filters to narrow it, then Export CSV if you need it elsewhere
  4. Press the pencil on a row to change its label or note

Your column choice is remembered on this device. Save a set of filters as a view to keep it.

Search your collection

The customer source includes searching text, author, or brand, plus platform, label, company-classification, and CRM-state filters. Some team filters depend on permissions.

Keep useful records

Work with labels, remarks, source links, and manual leads. Use compact views and exports when your plan and role permit them.

Filters

The search box looks through post text, authors and brands. Filters adds platform, content type, label and a signal filter with Has a funding figure, Has a website and Needs a website. Once Odoo is connected, the signal filter also offers your leads not yet pushed, Not in Odoo and In Odoo. On Business, the owner can filter by the teammate who saved a row.

Columns

Columns picks up to five from Company & label (always on), Saved context, Your note, Website, Content type, Saved from, Author, Industry, Saved on, Saved by and Odoo. The Odoo column only appears where Odoo is connected. Compact switches to a denser table.

Saved views

Set the search and filters you use often, press + Save current filters and give it a name. It appears at the top of the table; click it to apply it again, or its × to remove it. Views are stored with your account, so they're there on another computer too.

Working fast

Tick rows to label or delete many at once. On the keyboard, j and k move through the list, x selects the focused row, e edits it, / jumps to search, the arrow keys change page and ? shows them all. The Search button (⌘K) jumps to a company, a view or a setting.

Exporting

Export CSV downloads exactly what the table shows, filters and all. It's included on Solo, Power and Business. Exports and Odoo lists the columns in the file.

Common questions

How many columns can I show?

Five at a time, and Company & label is always one of them.

Are my filters remembered?

The column choice is remembered in this browser. Filters reset when you reload, so save the ones you reuse as a view.

Can I see my teammates' saves here?

On Business, the owner can switch on All team data to see the whole workspace and pick one person in the employee filter.

Why can't I change a row?

Only the person who saved a post can change its label or remark. The edit box says who saved it.