How do I share a saved search with the team?

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Sprotbrough Recruitment · How do I share a saved search with the team?

Carl Ibbotson asked how to share a saved search so his team sees the same candidates, and praised the set-up so far. Bethan Lister asked him to try the share option and report what he sees.

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What happened

What this says

As at Fri 9 Oct 2026

Carl Ibbotson asked how to share a saved search so his team sees the same candidates, and praised the set-up so far. Bethan Lister asked him to try the share option and report what he sees.

Problem: Carl Ibbotson could not find the option to share a saved search with his colleagues. He said the set-up had been great so far.

Handling: Bethan Lister replied the next day with steps to open the saved search, use the share option and set colleagues to view. She asked for the browser if the option was missing; the evidence does not show whether that was needed.

Watch: Wanting to share searches suggests use beyond one consultant. The ticket was solved on 4 Apr 2024 and closed on 8 Apr 2024.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

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Categoryhow_to

Channelemail

First response (min)894

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created · Carl Ibbotson 28 Mar 2024 09:35
Hello, thanks for the help getting us set up, it's been great so far. Quick question: how do I share a saved search with the rest of the team so they see the same candidates? I've looked in the help pages but I can't find the sharing option. Cheers, Carl
Public reply · Bethan Lister 29 Mar 2024 00:29
Hi Carl, thanks for the kind words. Just so I've got this right, you want to share a saved search with your colleagues so they see the same results. Can you try this and tell me what you see? First, open the saved search. Then use the share option on the results page. Finally, add your colleagues' names and set them to view. If the option isn't there, let me know which browser you're using. Thanks, Bethan
Status change · Bethan Lister 4 Apr 2024 11:36
Status change · 8 Apr 2024 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

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Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Viz connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

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