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 ?).

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

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