Filtering

There are several ways to filter the data in your CRM to more easily view the information you want.

Overview

As outlined in the previous section, the CRM has two main views - LinkedIn Profile Centric and Company Centric. There are different filters available depending on the view you are in.

Filtering in Contact Centric View

To get started, direct your attention to the filtering toolbar near the top of the screen.

You can filter contacts in a few different ways

There are 4 filters available in the contact centric view. They are as follows:

1. Assignment: Filter by who the contact is assigned to

2. Contact Name: Filter by the name of the contact

3. Area: Filter by the geographic area that the contact is located in

4. Temperature: The temperature of the relationship (warm, cold, etc)

5. Reminder Due Today: Whether or not the contact has a reminder due today.

Clicking on any of the first 4 filters will open up a multi-select dropdown where you can pick as many or as few values to filter by. The Reminder Due Today filter is a true or false switch that you can set to filter contacts based on.

Filtering in Company Centric View

When you are in the company centric view, you can filter by company name. To do this, simply click on Company Names in the filtering toolbar. This will open a dropdown which will allow you to select the company names that you want to see shippers for in your CRM.

You can select as many or as few company names from this dropdown as you would like, and the data in the CRM will adjust accordingly.

You can also filter companies based on who they are assigned to.

Filtering by assignment

In both the contact and company centric views, you can filter by who is assigned to the contact / parent company. To do this, click on the Assigned to Me filter in the 'Filter by' section. This will reveal a dropdown with the names of people on your team, allowing you to filter data based on who is assigned to it.