The dealcode CRM offers filter options that give you flexibility in organizing your leads. You can create your own view and highlight exactly the information you need.
You can filter all available information regarding the lead, the company, and campaigns. It is also possible to combine filters.
For example, the following are useful examples:
Filtering by campaign status (e.g., “interested”) and you get an instant overview of all leads who have already shown interest in one of your campaigns
💡 The URLs of these filters can be saved as bookmarks in your browser for reuse. Very soon, they will also be available at the touch of a button directly in dealcode!
You can then select all leads that match the filter criteria and perform bulk actions.
➡️ More information about the bulk actions can be found in the following article: Bulk Actions