With our latest enhancement, we have added an Agent Assignee Filter, allowing you to filter contacts with deal cards assigned to specific agents. No matter how many deal cards a contact has, you can apply the filter to refine your list efficiently and save the list for future operations.
Use Case: Filter contacts by assigned agents to deal cards within the contact to create targeted lists, making outreach and follow-ups more efficient.
To View the Enhancement:
- Navigate to the Engagement module and go to Lists.
- In the Filters section, select Source as ‘Pipelines.’
- Select the pipeline.
- Choose the stage.
- Add the agent assignee, then click Save. You can also select multiple assignees.
- Then hit Apply.
- Once you hit “Apply,” all contacts will be displayed, regardless of the number of deals created within it with the selected agents assigned to the deal cards.
