Advanced Multi-Filtering is a feature on Outfield that allows users to apply multiple search criteria simultaneously to navigate through their account database efficiently. This tool is designed to refine and streamline the process of identifying and organizing accounts, giving users the ability to customize searches.
Key Benefits
- Time Efficiency: Drastically reduces the time spent sifting through accounts by using targeted filters.
- Enhanced Organization: Sort and categorize accounts based on multiple criteria, such as the account’s size or territory assigned.
- Improved Focus: By narrowing down the accounts list, sales teams can focus their efforts on high-priority clients.
Step-by-step instructions on how to use the advanced filtering feature:
1. Navigate to the 'Places' page within your Outfield’s web-based version.
2. Click the “Advanced” option to the right of the Search button.
3. Select the '+ Add Search Criteria' option to include additional custom search filters. Choose and add as many fields as you wish to filter your accounts by.
4. Initiate the search by either clicking the 'Search' button or pressing 'Enter'.
Recommended Best Practices:
The Advanced Multi-Filtering feature in Outfield is a versatile tool that simplifies your search process and enhances the management and organization of your accounts. To help you make the most of this feature, here are some recommended practices:
- Create Default Custom Fields: Advanced Multi-Filtering works seamlessly with default custom fields, allowing you to filter accounts based on specific criteria like industry type. Setting up these parameters enables you to conduct highly personalized and efficient searches.
- Implement Customer Tiers as a Default Custom Field: You can categorize your tiers by revenue size, purchase frequency, or engagement level. This tiering system helps prioritize your outreach efforts and ensures that you focus on the most valuable accounts first.
- Manage Territories: This will allow you to assign accounts to specific territories and then filter your searches within those regions. This can be incredibly useful for sales teams that operate on a regional basis, ensuring that you're always focused on the right geographic area.
Incorporating these practices into your use of the Advanced Multi-Filtering feature can increase your operational efficiency and help foster stronger customer relationships.
If you have any questions, need further assistance, or would like to share your feedback on the Advanced Multi-Filtering feature, we're here to help! Please don't hesitate to reach out to our support team. You can contact us via email at support@outfieldapp.com.
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