1. Home
  2. Docs
  3. User Guide
  4. Filtering records on the grid view

Filtering records on the grid view

As a company grows, so does its need for a system that handles all integral components like sales, potential customers, business partners, communication, etc. The more your business grows, the more potential customers, sales opportunities and business partners you have. In CRM context, this means that you will capture more leads, convert more leads into contacts and close more deals, resulting in increased revenue for your company. Growth, however, may be a double-edged sword: it can help you scale your business further, but it can also make it difficult for you to effectively manage everything within your company. Fortunately, you don’t have to do everything by yourself. Flexie CRM helps you manage all records within your company, and more.

Records, in the CRM context, can be leads, contacts, accounts, deals, etc. You capture more and more leads, your sales team converts them into contacts, more and more deals are closed. You might be wondering: “how do I manage large numbers of leads, contacts or deals? How can I find the leads I want, or the contacts, or the deals?” You don’t have to, Flexie does it for you. How? Let’s take two examples and explain how can you filter records on the grid view.

Say you have a list with thousands of leads, and you need to find only the leads that have John as a first name. Going through each lead would be a waste of time. Below are the steps you need to take to find the leads you want:

First, navigate to Leads and on the drop-down menu click Manage Leads.

You don’t want to process all leads, however: you want to find only the leads that have John as a first name. How do you do that? First, go and click the Quick filter.

Now, let’s consider another scenario, that of finding a specific deal. Let’s suppose you deal value is $550. How do you do that? First, head over to Deals.

Create a Quick Filter and find all Deals with a value of $550.

As you can see from the examples above, filtering is a tremendously powerful tool. Filters help you find exactly what you need, saving both time and resources.

To stay updated with the latest features, news and how-to articles and videos, please join our group on Facebook, Flexie CRM Academy and subscribe to our YouTube channel Flexie CRM

How can we help?