Easily manage and categorize your client interactions with Accountable CRM's advanced contact filtering system. This feature helps streamline communication and boost productivity by allowing you to organize your contacts based on key metrics and engagement history
Steps to use the contact filters:
Log into the Platform:
Navigate to the top menu bar and click on "Contacts."
Access the Filter Options:
Once on the Contacts page, you can easily filter the contacts with menus in the top left corner on the basis of Contact type, Selling system and Smart lists.
Click on the menu, select an option from the dropdown, and the filtered contacts will be displayed on the screen based on the selection.
And locate and click on "Filters" to refine your contact list based on specific criteria.
In the first field, you will see a list of all the fields related to the contacts.
In the second field, you can choose the conditions you want to apply.
In the third field, fill out what you are looking for.
And the Inputs in the first field like state, country, tags, account name, and contact type, then Based on the field value pre-populated automatically (Based on Logged in user).Then you can simply select the value.
Apply the filter, and you will see the contacts based on the condition applied.
Click the Filters and click the plus icon to add another condition.
You can toggle the button for the "AND/OR" condition.
Add another input, and simply click "Apply."
The filtered contacts will be shown.
Click "Add a New Segment Group" to create a new segment. The "AND/OR" condition will be shown with the new segment.
Fill the new segment with inputs and click "Apply." The filtered contacts will be shown.
To add the filtered contacts to a smart list, click the three dots next to the smart list, click "New List," give it a name, and click "Save" to create a smart list.
The new smart list will be automatically saved in the Smart List menu.
In the menu Click on the smart list you created; it will appear on the page. Then, click the three dots, and from the dropdown menu, you can update, rename, or delete the list.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist.