Advanced Filters: get a clear and precise view of your data

Your CRM continues to evolve and now includes advanced filters for your contacts, companies, and opportunities. With the arrival of these new filters, you'll be able to dive deeper into your data based on the fields and criteria of your choice.

But that's not all! With just a few clicks, you can set up your search filters and save them for easy access later. 🚀

With just a few clicks, you will be able to:

Access a wide range of advanced filters among a variety of conditions based on field type (text, number, dates, etc.) to refine your searches,
Save your favorite filtered views to easily find your search results,
Share your filtered views with all your users or keep them for yourself (the choice is yours 😉).

An improvement for your CRM

Advanced filters allow you to segment your prospect and customer data much more finely and accurately, thus improving the effectiveness of your communications and ensuring that you reach the ideal segment of contacts or companies. And all this, in no time at all! 😎

With the addition of advanced filters in your CRM, you're taking your segmentation further. Whether the goal is to create prospecting lists, analyze data based on precise criteria, or access trends, you have the control to get a clearer view of your data. More than a winning combo! 🤝🏼

Time savings and performance gains for your sales teams

This feature brings to the table additional benefits beyond segmentation. It provides significant time savings for your sales teams by giving faster access to detailed information. It also helps improve their actions and performance by allowing for more efficient planning of prospecting, follow-up, or upselling actions.

Regardless of the intended goal, this feature is a valuable tool that can have a clear impact on your daily tasks.