Revamp CRM provides you with the easiest and most reliable search functionality to better manage your business.
Searching for any piece of data on Revamp CRM is lightning fast:
Just type in the search bar at the top of the screen.
Your result will show up instantly. Revamp even searches through the contents of your notes to bring you the information you need in a second.
You can also filter results by using the categories' drop-down menu on the left of the search bar where you can specify results into Customers, Deals, Notes, Tasks, emails, Tags or Order Note
For advanced search, use smart filters in the Customers page to filter results using certain criteria. This will improve your segmentation and will help keep your messages relevant.
Smart Filters are smart methods to turn the people you know into the business results you seek:
Revamp CRM offers you a powerful set of Smart Filters to help you easily manage huge numbers of customers and classify them effectively. It's a great way to segment your customers by information related to your business.
You can view your contacts according to:
· Date Last contacted, added or updated.
· Team members assigned to those contacts.
· E-Commerce Status Complete set of filters that helps you manage, organize and segment your customers.
· Business Status (Has Deals, Has Bought, Has Tasks and Score).
· Custom Fields you have created.
· Invoices (Outstanding or Not)
· Tickets (Open, Pending, Resolved)
· Country and City
After you configure your filters, click on Apply and voila, you are looking at the right segment you need to work with.