Support Groups in Filters (new)

The CRM allows users to create Account or Contact filters using Groups which will allow finding Accounts or Contacts associated with specific Group(s). To achieve this, a new value called Groups has been added within the Field Name drop down list.

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When the Groups option is selected, it adds a block to specify search criteria for groups:

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This drop down displays all the available groups present in your account. Select the required group.

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Once the criteria is selected click Save to create the filter.

The filter will fetch the Accounts which are associated with the selected groups.

The filters using groups will work like regular filters and will appear in the list view for Accounts and Contact as well as in the target section for Email Campaigns.

 

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