Download this must-have guide to start your marketing automation journey.

Blog
Advanced Filters: get a clear and precise view of your data
2 min read

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

Advanced filters, already available for your contacts and companies, now extend to your CRM opportunities. With advanced filters, you can refine all your data by the fields and criteria most relevant to your business.

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

advanced filters

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 ?).
 filtres avancés

An improvement for your CRM

Advanced filters, allow you to finely segment your prospects, customers, and their opportunities. Improve your communications, better prioritize your sales efforts, and save time by targeting the right contacts. ?

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.

Discover advanced filters in your CRM now

For our Pro and Enterprise plan customers, we invite you to discover the advanced filters without further delay!

Interested in taking it further with advanced Pipeline filters? Upgrade your plan ?

For more information, check out our support article

Continue exploring articles

An intelligent summary of your sales opportunities 🪄

Discover our new intelligent opportunity summary feature to get a clear recap of the actions to take in just a few seconds.

Feature

Speed up the creation of your emails and landing pages with AI 🪄

Write, improve, or translate your content in one click with AI built directly into your email and landing page editors.

Strategic guide: mastering Lead Nurturing for conversion

Lead Nurturing is not just a series of automated emails. It is the art of maintaining a relevant conversation with your prospects until they are ready to buy. This guide gives you the keys to structuring campaigns that turn interest into revenue. 1. The diagnostic phase: lay the foundations Before writing a single line, you […]

Folder Management: The Organization Your Team Has Been Waiting For! ✨

Emails on one side, campaigns on another, segments scattered everywhere… What if everything could be organized in one place? Introducing our new folder management feature.

Feature

How to track the performance of your marketing messages?

Introduction  You are already a well-established player in your market. Your target audience is clearly defined, your marketing channels are in place, and you may even have already audited your past actions. But one question remains essential: are your marketing messages really performing? Whether it is email, WhatsApp messages, SEA campaigns, social ads, or SMS, […]

Why are email statistics essential to your strategy?

Let’s be honest: when we talk about email marketing, we often think about the subject line, the design, the header, or even the famous CTA. But statistics? They are sometimes pushed into the background… until the moment when we ask ourselves, “But actually, did anyone really read this email?” That is the beginning of an […]

Statistics