In this article, we'll walk you through creating filters for CRM accounts. You'll learn how to refine your search by account owner, account lifecycle stage, and any custom fields you've integrated. These filters will help you manage and prioritize your accounts more effectively, ensuring that your CRM data is always actionable and aligned with your goals.

Filtering by CRM account is essential for effectively managing your customer/prospect relationships. By filtering based on account status, ownership, or lifecycle stage, you can quickly identify which accounts require immediate attention, are in a specific stage of your sales pipeline, or need to be filtered out. This targeted approach ensures that you're focusing your efforts on the most relevant accounts, optimizing your time and resources for better results.

Filtering by CRM opportunity allows you to strategically manage your sales pipeline. By filtering based on whether an opportunity exists, who owns the opportunity, or its current stage, you can focus on companies that need specific attention. For instance, you can filter in companies with closed lost deals to identify re-engagement opportunities or filter out active deals to concentrate on other prospects. This approach ensures you're making data-driven decisions, maximizing your sales efforts where they matter most.

This article was written by the Customer Success team at Warmly. Please feel free to reach out to your CSM directly or [email protected]