Filtering by CRM report, account owner, or type
Zero in on the accounts that matter most to you using CRM-based filters. Account owner and account type filters pull your book of business straight into the Searcher.
What you will learn
- Filter by account owner to focus on your own territory
- Surface accounts with no owner
- Segment by account type like customer, prospect, partner, or churned, useful for motions like winback or customer expansion
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