Creating CRM Account Filter

To create a CRM account filter follow the steps below:

1. Log in to LeadAngel.

The LeadAngel Home page will be displayed.

2. Click Lead Management.

The Lead Management page will be displayed.

3. Click Data Dictionary, right-click CRM Account Filter, and then click +New CRM Account Filter.

The Add New CRM Account Filter dialog will be displayed.

4. Enter the name of the CRM account filter and description in the corresponding fields and click Save.

Note: The name of the CRM account filter should be unique.

The new CRM account filter will be created and the Account Attributes, Opportunity Attribute, Smart Account Attributes, and Account Owner sections will be displayed on the right side. 

After creating a new CRM account filter, the next step is to add the different attributes.

5. Drag the required attributes from the right side section and drop them in the ADD FIELDS section. 

You can search for the attributes using the Search box on the right side.

6. Select the required option from the attributes dropdown list.

Note: To delete an attribute, click the X icon at the top-right of the attribute section.

The field to add values to the attribute will be displayed. 

7. To add values to the attribute, click the + icon in the values field.

The Enter Multiple Values dialog will be displayed.

8. Click the values you want to add to the attribute from the Select From List and click Save.

The selected values will be added to the attribute.

9. Repeat steps 6 through 8 to add as many attributes and add values. 

10. Click Default Filter and select the filter that you want to apply to the CRM account filter. To use a custom filter, click the Custom Filter option and enter the filter criteria. For example, you can define the custom filters as 1 or 2 or 1 and 3. You can define custom filters for as many account names as you want.

The new CRM account filter will be created.

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