CRM Core

How To Use Save Search In CRM

You can search contacts using search segment and then save it as a filter for easy future use!
Let’s see how it works.

Go to: WP Admin Dashboard -> WP ERP -> CRM -> Contacts

To search using segment click “Search Segment”

Now add filter according to your needs.
Here we are setting a condition like- If contact’s “life stage” = “customer” then search for it.

All the contacts that satisfy “life stage = customer” will be listed.

For future use, we can save this segment by clicking on Save New Segment.

Now this segment will be visible in Filter by Segment field.

Just selecting this filter will bring the relevant contacts list!

You can add countless more filters and conditions as you prefer to view your contacts list!

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