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Video
WEBINAR

Filter Through the Noise of a CRM

Filters aren't just for IG

Ever found yourself drowning in data?

We'll let you in on a secret (that shouldn't be such a secret):

There are many things that you can do with filtered lists—to get you the data you need asap.

It's faster, easier, and we'll show you how to do it in this webinar.

Learn about:

  • The powers of filtering (alllll the customized lists you could ever want)
  • The basics: how to create and save filters
  • The advanced-ish: how to use filtering to manage leads, contacts, accounts, opportunities, and even tasks more efficiently
  • How to quickly see opportunities that are lagging in the pipeline
  • And more!

Ready to spend less time on reporting—and be more efficient? Watch this webinar now 👉👉

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Filter Through the Noise of a CRM

How to hack reporting: use filtered lists instead.

Hosted By:

Sam Sommatino

Implementation Specialist

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