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Find your strategic calls with your CRM filters
Find your strategic calls with your CRM filters

Have many filter to find and monitoring your calls

Celeste avatar
Written by Celeste
Updated over a week ago

For clients integrated with following CRMs Salesforce / HubSpot :

  • Account ⇒ example : Find every call of Modjo

  • Contact ⇒ example : find all the calls link to a specific contact

  • Deal Amount ⇒ example : find every call with a 1K deal amount

  • Lead Source ⇒ example : find every deal by "email marketing"

  • Deal Close date ⇒ example : find every deal closed the "12th may 2022"

  • Deal loss reason ⇒ Have every call who the "competitor offer is better"

  • Deal Statuts ⇒ example : We want every deal with "won" status

  • Job title (only in explore filters not search) ⇒ example : find every calls from "the CEO or Sales"

    This is the list on every filter CRM who is working

PS : " If you don't have a CRM, the CRM filter doesn't appear."

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