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In CRMWeb you can sort and filter your records (accounts, leads, contacts, opportunities, products and cases) based on various criteria
in order to have a structured view of corporate data according to your specific needs at a certain point in time. For example you can display leads from a specific lead source, accounts from a specific industry, opportunities greater than a specific amount etc.
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This feature is also very helpful when you send mass emails because it allows you to filter your records and create custom recipient lists. In this way you
can make sure that the information you want to transmit is sent only to those interested.
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Benefits
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optimize your marketing processes
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create and customize your own record views according to your needs
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better plan and organize your activities
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