Mastering Smart Views and Filters in Close CRM can transform your sales process. By utilizing advanced filtering, you can streamline your operations, focus on high-potential leads, and ultimately close more deals. This guide will walk you through the essential techniques and best practices for making the most out of Close CRM’s filtering features.

Understanding Smart Views and Filters

Smart Views and Filters are powerful tools in Close CRM that allow you to segment and manage your leads and contacts efficiently. Smart Views provide a customized view of your data based on specific criteria, while Filters help you narrow down and find exactly what you need. Together, they enhance your ability to track, analyze, and act on your sales data.

Setting Up Your Account for Advanced Filtering

To fully leverage advanced filtering, your Close CRM account needs to be set up correctly. This includes utilizing Custom Activities and Custom Fields. Custom Activities help you track specific actions related to leads and contacts, while Custom Fields let you add detailed attributes to your leads and activities, such as lead owner or lead source.

Advanced Filtering Techniques

Accessing and using filters in Close CRM is straightforward. Go to the leads tab, click on the filter icon, and choose from a variety of filtering options like lead status, created date, last updated date, and more. You can filter by lead-specific details, such as the created date and lead source, or contact-specific details like phone numbers and email addresses. For opportunities, you can filter by current status and potential status.

Combining multiple filters can help you narrow down your search even further. For example, you might filter for leads created before this month that have more than one phone number. Custom Activities are particularly useful for tracking specific interactions and filtering based on those activities.

Practical Applications of Advanced Filters

Streamlining your sales processes becomes much easier with advanced filters. Create Smart Views to quickly identify leads without recent communication, or use area code filters to target specific geographical locations. Regularly check for leads missing critical information, and ensure every lead has a status and necessary details filled out.

Real-World Scenarios and Best Practices

Avoid common mistakes like overlapping filters that exclude relevant leads, and double-check filter settings for accuracy. Regularly update and audit your filters and Smart Views, and train your team on how to use and customize filters effectively. Share examples of businesses successfully using advanced filters to improve their sales processes to inspire your team.

Integrating Filters with Other Close CRM Features

Combining filters with automated workflows can enhance efficiency, as workflows can be triggered by specific filter criteria. Use filters to generate detailed reports and insights into your sales data, improving lead management by prioritizing high-potential leads and ensuring timely follow-ups.

Troubleshooting and Optimization

If filters aren’t returning expected results, double-check the criteria and settings. Simplify complex filters to improve performance and reduce the number of criteria if necessary. Regularly review and refine your filters based on performance, and keep your CRM data clean and up-to-date to enhance filter accuracy. Conduct regular audits of your filtering setup to ensure it meets current business needs.

Conclusion

Mastering advanced filtering in Close CRM can significantly enhance your sales efficiency and effectiveness. By understanding and utilizing Smart Views and Filters, you can streamline your operations, focus on high-potential leads, and close more deals. Start exploring these features today and transform your sales process.