Filter – More than a great Coffee14 Aug 2017
When you want to use the data that you have entered into OpenCRM the ability to filter that information is essential so you can be targeted with your clients.
For instance I want to speak, email or send an offer to all the Sales Managers that I have stored within Opencrm, what is the best way to do this?
Firstly I Can create a View…
Views are like mini reports, you can choose which columns are displayed which allows you to see the information that you need.
Once you have created a View it is stored so you can use it time and time again if you need to.
Views allow you to display different data to that displayed in your default Views. For example, you might want to see all Leads created in the current week whenever you go into the Leads module, but you also need to be able to quickly get a view for all the Leads created using a particular web form. This would be a different Custom View that filters based on the Lead Source.
Views are also dynamic, if you add another record (Contact, Company etc) if they meet the criteria set out in the View they will automatically be added to it, you don’t need to do anything.
This gives you some reassurance that you don’t miss any of your new Contacts or Companies when you are trying to reach them for a specific reason.
You may also need Views when you are sending a Campaign from OpenCRM. Once again, when you have created the View that you need (for the people that you would like to send the Campaign to) you can multi select them all, so you don’t have to do it one by one, and simply click the ‘Add to Campaign’ button.
Secondly you can use the Search Functionality at the top of each of the Modules.
All the searches in OpenCRM use what is known as “string searching,” so it will look for whole and partial matches on whatever search term you use.
You don’t have to do anything special, just choose the module you would like to search, e.g. Contacts, Companies, Leads, and then the field, e.g. First Name, Last Name, Company Name, etc., and type in what you would like to search against.
For example, if I was in the Contacts Module and typed ‘ith’ into the Last Name search Field it would show me anyone with ‘Smith’ as their last name plus anyone else who has ‘ith’ in their last name. So a search for ‘ith’ would bring up your Smiths, Smithers, Withalls, etc.
Here are the basics in an FAQ.
Thirdly there is Coffee, Filter Coffee!
Apparently it is very nice, I don’t touch the stuff myself, I drink Tea because I am from Yorkshire…se thee
I am a Business Development Manager here at OpenCRM helping businesses to get the most out of their CRM system. If a system is easy to use you are more likely to use it! Danny’s free tip No1.
Away from OpenCRM you will probably find me out walking with my better half, entertaining my grandson. or on a football pitch somewhere. I know what you’re thinking and yes it is time I retired!