Smart Filters are smart methods to turn the people you know into the business results you seek
Revamp CRM offers you a powerful set of Smart Filters to help you easily manage huge numbers of customers and classify them effectively. It's a great way to segment your customers by information related to your business.
You can view your contacts according to:
· Date Last contacted, added or updated.
· Team members assigned to those contacts.
· E-Commerce Status Complete set of filters that helps you manage, organize and segment your customers.
· Business Status (Has Deals, Has Bought, Has Tasks and Score).
· Tags
· Custom Fields you have created.
· Invoices (Outstanding or Not)
· Tickets (Open, Pending, Resolved)
· Country and City
· Age
After you configure your filters, click on Apply and voila, you are looking at the right segment you need to work with.
