New “By Company” Filter in CRM
Segment your contacts and transactions by company with greater precision. You can now search for companies by name and distinguish between records linked to a company created in CRM and those that only have a company name on file.
CRM
It is now easier to segment your information by Company within Upnify CRM. We added a specific filter that allows you to locate records related to a company without relying on general text searches.
This new filter is available on CRM screens where you work with information such as Prospects, Opportunities, Customers, and Sales, among others.
- By type: identifies records associated with a Company created in CRM or records where the company has only been entered as text.
- By name: enter part of a company name and easily select from the matching results.
Created Company or Uncreated Company: what is the difference?
In Upnify, a contact can be related to a company in two different ways:
Created Company: the contact is formally linked to a Company registered in the CRM, with its own record and information.
Uncreated Company: the contact has a company name entered, but there is not yet a Company record associated with it.
The new filter allows you to distinguish between both cases to create more precise database segments.
Quickly search for companies by name
You can also start typing the name of a company in the filter. Upnify will automatically display available matches so you can select the one you need without performing general searches across the entire list.
Combine different conditions
The filters can be used together with other conditions available in CRM. This allows you to build more specific queries according to the information you need to analyze or work with.
For example, you can segment records by a specific company and combine this selection with other criteria in your database to further narrow down the results.
- Find records related to a company faster.
- Distinguish formally created companies from company names entered only as text.
- Create more precise segments for prospecting, follow-up, and analysis.
- Reduce the need to use general text searches.
With this new filter, you can work with your company information in a faster, more organized, and more precise way, especially when managing multiple contacts and transactions from the same organization.