CRM Filters for Sales

Welcome to this training session on CRM filters for sales. The goal of this training is to make the CRM as simple and efficient as possible for Sales, so you can spend your time planning and closing deals instead of searching for them. To that end, Marketing has set up a series of shared filters so you don’t have to manually sift through your entire pipeline. After this session, you’ll know exactly which filter to use when and how to get the most out of it.