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Unlock the Power of Dynamic Filtering in CRM: A SmartTips Guide

Unlock the Power of Dynamic Filtering in CRM: A SmartTips Guide

7 minutes

May 26, 2023

Hey there, SmartSuite enthusiasts! It's Jeff Gonzalez here, your guide to all the Smart Tips that can make your CRM experience smoother and smarter. Today, we're diving into a particularly slick feature: dynamically filtering linked records based on preset conditions. Whether you are a seasoned CRM user or a novice looking to sharpen your skills, this guide is crafted for you. Let's roll up our sleeves and discover how to make your data work for you in a more efficient way!

Understanding Dynamic Filtering

First thing's first, what's the hubbub about dynamic filtering? In simple terms, it's about cutting through the digital noise to find the gold – contacts or accounts linked specifically to your current working opportunity. Imagine a sales CRM solution with applications for accounts, contacts, and opportunities. Now, as we delve into the opportunities application, here's where the magic happens. You're likely to find a linked record field type for accounts and one for contacts. Think of these as bridges connecting islands of information.

For instance, let's say you're working with an account called "Rebel Brands." Under normal circumstances, when you click to view contacts, it’s like opening a floodgate – options everywhere!

The How-to of CRM Dynamic Filters

Well, fear not! We're now getting to the meat and potatoes. To achieve this, we'll delve into the advanced settings to apply a filter by account, making sure it only pulls in contacts associated with the account linked to your opportunity. This dynamic filter effectively tailors the contact list, so you only see the ones where there's an existing link to that ever-important account.

Another scenario might be when specific people are designated as the point person for an account. You might want to see all contacts tied to any account you've been assigned, right? With a lookup field pulling in the assigned-to value, head back to those advanced settings and adjust the filter based on the 'assigned AE' field to match the current user. Voilà! The list dynamically adapts, showing only the contacts linked to accounts on your roster.

Why Dynamic Filtering Rocks

The beauty of this lies in customization and relevance – it's all about showing you the data you need without the extra fluff. For anyone in sales or account management, this is a game-changer. It brings efficiency, clarity, and a whole lot of time-saving to your day-to-day operations.

Now, let's talk about utilizing this feature in real-life situations. Here's where dynamic filtering can become your personal productivity booster:

  • Sales Pipeline Management: Keep track of opportunities and associated contacts without missing a beat.
  • Account Maintenance: Instantly filter contacts associated with specific accounts, reducing the risk of oversight.
  • Team Coordination: Ensure team members manage their accounts seamlessly, providing them only with the relevant contacts.

Remember, a lot can be done from the advanced settings of a linked record field type. Experimentation is key, and once you've got the hang of dynamic filtering, it'll become an indispensable part of your CRM toolkit.

Your Takeaway

The bottom line is dynamic filtering equals less clutter, more control, and a smoother workflow. Who wouldn't want that? It's all about making your day just a little bit simpler and helping you and your coworkers get back to what truly matters – building relationships and closing deals.

So, tell us, how are you using dynamic filtering to streamline your process? Maybe there's a feature or a tip you're itching to see covered in our next Smart Tips episode. Drop us a comment below, and let’s make it happen.

Thanks for dropping by the Smart Suite universe and indulging in our latest Smart Tip. Here's to you making the most out of your CRM solutions and, of course, having fun while building. Until next time!