Filters
Once you've selected your preferred filter criteria, you can save them for future use during conversation searches.
Our versatile filters allow you to narrow down calls based on parameters such as stage, team member, trackers, labels, and 30 additional call and deal factors. Saving filters is not just about organization; it unlocks a range of functionalities, like generating customized notes (AI docs) for specific calls.
Our versatile filters allow you to narrow down calls based on parameters such as stage, team member, trackers, labels, and 30 additional call and deal factors. Saving filters is not just about organization; it unlocks a range of functionalities, like generating customized notes (AI docs) for specific calls.