In be.ENERGISED, you can now filter the search field for your CRM contacts by the company ID, if one has been registered in the CRM contact details.
A company ID can be added in the edit window of an existing CRM contact. When creating a new contact, you also have the option of entering a company ID.
existing CRM contact
adding a new contact
After that you can search for the company ID in the CRM search field and you will see all CRM contacts that have been assigned to this company ID.
You can find more details about creating and managing customer data here.
Version: 2022-03-23 13:01:36 UTC
Article is closed for comments.