Conditional Search Filters in CRM
complete
Shivam Bansal
As a sales manager, I need to search for a particular type of data in the CRM to draw insights and assign leads to the respective sales representatives.
I need conditional search filters in the CRM such as AND, OR, NOT, is empty, is not empty, contain, doesn't contain, etc.
For example: filter all leads from Bangalore AND that contain "PVT LTD" in the Company Name
Mitesh from Refrens
marked this post as
complete
This is now live!
See details here: https://refrens.canny.io/changelog/advanced-filtering-for-faster-smarter-searches