{"id":3179,"date":"2021-12-30T17:13:49","date_gmt":"2021-12-30T11:43:49","guid":{"rendered":"https:\/\/staging.encaptechno.com\/blog\/?p=3179"},"modified":"2021-12-30T14:20:29","modified_gmt":"2021-12-30T08:50:29","slug":"converting-leads-with-zoho-crm","status":"publish","type":"post","link":"https:\/\/staging.encaptechno.com\/blog\/converting-leads-with-zoho-crm\/","title":{"rendered":"Focus on Converting Leads With Advanced Filters of Zoho CRM"},"content":{"rendered":"

\"Focus<\/a><\/b><\/p>\n


\nThe Advanced filters in the <\/span>online Zoho CRM system<\/b>, are one of the greatest ways to understand the ways in which CRM works while discovering important insights in no time. It is a powerful search tool that allows you to extract valuable sales information which could otherwise take much longer to find out.<\/span><\/p>\n

What\u2019s key to understand here is that by the use of a regular filter, the search is based on field values. For example, all leads who are from \u201cLos Angeles\u201d. Now, this is very straightforward and simple.<\/span><\/p>\n

However, with the advanced filters, it becomes easy to run advanced searches based on the activities associated with records such as leads that have no open activity associated with them. You can base your search on many advanced factors and get results.<\/span><\/p>\n

To understand the advanced filters of Zoho CRM better, let\u2019s consider an example.<\/span><\/p>\n

Example<\/i><\/b>: Let\u2019s say that you work in a company called \u201cPioneer\u201d and your CRM system has been able to get a decent number of leads over the last six months. Even though you have followed up with most of these leads, there is a possibility of a deal that is hidden somewhere amidst these leads and did not respond the first time. Now if only you can pull up this idle lead quickly and follow up again, you will be satisfied.<\/span><\/p>\n

In another situation, let\u2019s say that you have some leads that are waiting to be closed by the end of the month, but you suspect that the tasks associated with the deals are still pending. Only if you will be able to pull these deals in just one click, it would make sense.<\/span><\/p>\n

In yet another situation, let\u2019s say that you offer a live chat service to the customers from your website. Imagine that there was a way in which you could pull up the complete list of customers whose chat requests you missed in the past week.<\/span><\/p>\n

All the three situations that are mentioned above require details that could take a long time to be drilled down using the reports. However, using the <\/span>Zoho CRM customization<\/b> and advanced filters, it can become easy to get this information instantly.<\/span><\/p>\n

This is possible because other than the record details such as First Name or the Phone Number, advanced filters include a wider range of criteria for you to base the search on such as email activity, website activity, activity status, notes, scoring rules, etc. Using an intelligent combination of these factors, you can easily pull out the important records as discussed in the scenarios above.<\/span><\/p>\n

<\/span>Filter Records Using Advanced Filters<\/p>\n

<\/b><\/span><\/h2>\n

For filtering the records using advanced filters, the following steps must be taken.<\/span><\/p>\n