In this guide we will learn how to use the CRM filtering system to use it more efficiently and organized.
Using filters organizes sales opportunities, allowing personalized strategies per Lead. This improves sales and organizes management, making the commercial operation more efficient.
1. Access CRM:
Custom Filter
After accessing the desired funnel, click on 'Filter', to add custom conditions:
On the following screen, you can choose the conditions to filter the opportunities:
After obtaining the filter result, you can by clicking on 'Reset':
To see all opportunities (including those that were classified as won or lost) we will use the 'Status' option and select all available options:
Filtering by Status
To view all opportunities, including those classified as won or lost, simply access the 'Status' option and select Open, Won or Lost:
Any filter can be used alone or together with others to obtain only the desired result.
Filtering by Opportunity Owner
You can by Opportunity Owner, clicking on "Select a User".
You can choose: "All Users", or by Department, or by User.
Click Apply.
