Filter on connected companies in your CRM.

Easily filter in your inbox for website visitors linked to your CRM system.

Please note: Filtering based on connected companies in your CRM is only available in the Scale and Pro subscription packages. If the functionality is not included in your current package and you wish to use it, upgrade your account in the Leadinfo portal.

Navigate to your Leadinfo inbox and open the segmentation feature. When scrolling down the feature you will see the possibility to filter based on your CRM integration. This gives you an instant overview of the website visitors who are either connected or not connected to your CRM system.

You can even filter based on deal stage or deal owner, which makes it easier to focus on the right opportunities. By using this feature, you can focus on companies that are in a favorable deal stage, giving you a better shot at closing the deal or making an upsell.