How to Filter, Organize Columns, and Export CRM Followers: A Comprehensive Guide
Introduction
If you’re using HighLevel as your CRM platform, you’re in for a treat! HighLevel has recently added a new feature that will make managing your contacts and opportunities even easier. In this comprehensive guide, we will walk you through how to filter, organize columns, and export CRM followers effectively. So, grab a cup of coffee, sit back, and let’s dive right in!
A new CRM feature: The Follower Field
HighLevel has introduced a game-changing feature – the follower field for contacts and opportunities. This feature allows you to have a follower field associated with each contact, giving you more control and flexibility. You can now easily filter contacts based on their followers, enabling you to focus on specific groups within your CRM.
The benefits of the follower field
By having a follower field, you gain access to more filtering options. This means you can narrow down your contacts and opportunities based on the followers associated with them. Whether you want to segment your database or focus on specific groups, this feature provides you with the power to do so seamlessly.
Smart lists for contacts
Gone are the days of sifting through endless lists to find the contacts you need. With the follower field in place, you can create smart lists that automatically update based on specific criteria. This feature saves you time and ensures that you never miss out on important leads or opportunities.
Exporting data with ease
Exporting data is crucial for any CRM user, and HighLevel makes it even simpler with the new follower field. When exporting your data, followers will be listed in their own column, giving you a clear overview of who is following each contact or opportunity. This streamlines your workflow and makes it easy to analyze and make informed decisions based on user engagement.
Conclusion
In conclusion, the new follower field feature in HighLevel’s CRM platform provides a range of benefits to help you filter, organize columns, and export CRM followers effortlessly. By utilizing this feature, you can effectively manage your contacts, create smart lists, and export data with ease. Maximize the potential of your CRM and take your business to new heights. So, what are you waiting for? Start using the follower field now and experience the difference it can make in your workflow. Happy organizing!
- Improved filtering options with the follower field
- Creating smart lists for contacts based on followers
- Exporting data with followers in their own column.