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:
Click on "Contact" in the top navigation bar on the CRM dashboard.
Access the Filter Options:
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.
Click on "Filters" option 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, transaction, and custom fields.
In the second field, you can choose the conditions you want to apply.
In the third field, fill out what you are looking for.
Apply the filter, and you will see the contacts, based on the condition applied.
Click the plus icon to add another condition.
You can toggle the button for the "AND/OR" condition.
Add another input, and click "Apply."
Now the contact appears based on the smart filter applies.
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 filtered contacts to a Smart List, click the three-dot menu next to the Action icon and select “New List.” Enter the desired Smart List name and click “Save” to create and organize the selected contacts into a new 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.
Click the Columns option in the Contacts grid enables users to customize the table view by selecting the columns they want to display. Users can easily show or hide fields such as Name, Phone, Email, Account Name, Company, Industry, Position, City, and State based on their contact requirements.
To use the Action Icons, users must first select one or more contacts by clicking the checkbox next to the desired contact rows.
Edit - Click the pencil icon to update the contact details such as selling system, contact type, tags, and other relevant information.
Merge - Click the merge icon to combine two contact records into a single unified profile, eliminating duplicates.
Delete - Click the delete icon to permanently remove the selected contacts from the contact list.
Activity - Click the activity icon to create a new activity directly from the selected contact.
Transaction - Click the transaction icon to create a new transaction from the selected contact.
Email - Click the email icon to send an email to the selected contacts in bulk.
Follow-Up - Click the follow-up icon to create a new follow-up for a single or multiple selected contacts.
Note - Click the note icon to create and attach a note to the selected contacts in bulk.
How to Update Contact Type:Edit an Individual Contact:
Search for the contact, open their profile, and update the ContactType field under General Details.Bulk Update Multiple Contacts:
Go to your Contacts tab, select the contacts you want to update, click the Update button, choose Add/Remove ContactType, and select B2B from the dropdown.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist.
- Accountable Support