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There, you will be able to see all your current existing Contacts, and their corresponding information - organized in columns, create new Contacts, and get more details on the people by going into the detailed Contacts view.
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Adding Filters, Creating Custom Filters and Dynamic Filters
While navigating the Accounts Section of Sales CRM, you are able to add filters in order to limit the results that come by based on your filters.
Accessing Filters
You can find the filters on the upper left section of the accounts with the funnel icon.
From the filters:
1- you will be able to access your favorites (the ones that you have marked as such by clicking on the star icon)
2- You will be able to filter by Account owners
3- You will be able to see your custom filters
4- You will be able to add a new filter
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Creating a new Filter
You can create a new filter by pressing the “+ Add new filter” button.
This will provide you with options for your new filters:
Name: Name of the custom filter
Conditions: add filter by Groups, Labels, Account, or additional fields
Visibility: determines whether the filter is private (filter’s creator) or if it is public (everyone in the pipeline has access).
Once the custom filter is created, it will be accessible from the “Filters” section of the filters menu.
Dynamic Filters
Dynamic filters can be added as a way to quickly add filters on your fields on interest and work the exact same way as for the Account section.
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Adding filters will create a temporary filter (will reset upon refreshing the page). Furthermore, exporting the page with the Dynamic Filters will export only the filtered elements to a csv.
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As a result, you are able to more quickly find relevant accounts or contacts, pin point duplicate fields, and export filtered data to be further manipulated elsewhere (e.g: Email reach out).
Modifying and Reorganizing the columns in the Contacts Section
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Moving Columns Around
You can move columns around by dragging them to the position of choice arounds by clicking on the downward triangle that appears and choosing the position to move the column to (left or right).
Hiding Columns
You can hide a column of your choice by going over one and hovering over it’s name. When the field turns gray, you can click the column and click on move columns arounds by clicking on the downward triangle that appears and choosing the “Hide column” option.
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Adding Columns
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Recent deals helps keep tab of the recent contracts the contact has been associated with.
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Linking additional items together
You can also link multiple items together from the data link section on the right side of the detailed view. Linked items can be the following:
Deals
Accounts
Contacts
Jira Issues
For example, you can now have a deal (e.g: Demo Artic Fire) be linked to multiple companies, have multiple contacts, multiple deals, and multiple Jira issues connected.
Once they are linked each item will be accessible from the data link section and you can navigate to those sections easily from the data link section.
As a result, you can now add more elements to an object and more accurately reflect your workflows.
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The Data link offers a more elaborate way of linking multiple elements together and makes it easy to navigate between them all.
To add a linked object, simply go to the right side of the Data link section and press on the “+” from there, simply search the object that you would like to add (e.g: account, contact, deal, issue)
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You can filter your objects by certain categories to only see relevant objects (e.g: See all, see accounts, see contacts, see Jira issues)
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Editing the fields
In the detailed view, you can see all the fields available (native and custom). You can make edits to those fields directly on this page.
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