Introducing Advanced Filters - Run intelligent searches to find the records you need in no time.
Advanced filters help you find what you're looking for by adding perspective and context to search. Now you can use multiple parameters such as tasks, notes, and emails to filter customer information and get meaningful search results.
Here are a few interesting scenarios on how Advanced Filters can help you:
Try out Advanced Filters,
1) Choose a module, select any number of search combinations, and filter.
2) Act on filtered records by using the various quick actions listed on top.
We are positive that this feature is as helpful with your day-to-day CRM activities as it is for us. We're all ears to your feedback; share it by commenting below.
Here are a few interesting scenarios on how Advanced Filters can help you:
- Finding deals closing this month that have been inactive or have overdue tasks and need immediate attention from your team.
- Filtering out leads with no open activities associated with them. Combine this search with a lead status filter to eliminate junk leads.
- Finding leads that have responded to certain emails, but haven't had any notes associated with them.
1) Choose a module, select any number of search combinations, and filter.
2) Act on filtered records by using the various quick actions listed on top.
See also: Working with Advanced Filters
We are positive that this feature is as helpful with your day-to-day CRM activities as it is for us. We're all ears to your feedback; share it by commenting below.
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