CRM Contact Filter can be created and modified with the help of filtered data based on the contacts. Meanwhile, multiple CRM Contact Filters can be used and approved in the canvas. Also, multiple contact attributes can be used.
Steps to use a CRM Contact Filter Module:
- Go to the LeadAngel’s Lead Router Dashboard and Click Data Dictionary dropdown menu.
- Right Click on “CRM Contact Filter” to create a new CRM Contact Filter or a folder, enter a new and unique Name and Save.
- Drag and drop the Contact Attributes available on the right side of the panel.
- Enter the required phrase or a value in the input box using the available operators.
Right Click and Approve newly created definition.