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
Filter your records based on their relationship with a company
You can now use the Company filter in Upnify CRM modules that work with this information, such as Prospects, Opportunities, Customers, and Sales.
This improvement allows you to find and segment records without relying on general text searches. You can distinguish between records linked to a company created in the CRM and those that only have a company name entered as text.
- Created Company: displays records linked to a company registered in the Upnify CRM company catalog.
- Uncreated Company: displays records with a company name saved as text, but without a linked company record.
- Company Name: enter the name to view partial matches and select the company you want to review.
How does it work?
Open the filter panel in the module you want to review and select Company. From there, you can choose the type of company you want to display or search for a specific company by name.
You can add multiple conditions at the same time. Filters are applied together, so the results must meet all the conditions you add.
For example, you can search for records related to a company name and combine it with other filters from your operation to further refine the results.
- Find company information faster and more accurately.
- Distinguish between companies that already have a record in the CRM and company names entered independently as text.
- Segment accounts for prospecting, follow-up, and analysis activities.
- Combine conditions to review only the records that are relevant to your team.