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Buscar contactos y crear búsquedas guardadas

Introducción

Cuando crea una búsqueda guardada, guarda un conjunto de criterios que determinan qué contactos aparecen en los resultados de la búsqueda. Los contactos que aparecen en los resultados cambiarán automáticamente, ya que las personas de su base de datos responderán a sus mensajes de marketing, realizarán compras, se moverán a través de su canalización de ventas, etc ... Las búsquedas guardadas son listas dinámicas e informes que se pueden hacer referencia rápidamente. También puede imprimir y exportar las listas (si los permisos lo permiten) o aplicarlas manualmente.El siguiente ejemplo se basa en una búsqueda de contactos, pero puede crear una búsqueda guardada desde cualquier tipo de registro (Contactos, Empresas, Parcejos de referencia, Oportunidades, Pedidos) en Infusionsoft.

Instrucciones paso a paso

1 - Ir a CRM> Contactos

2 - Haga clic en el botón Nueva búsqueda para borrar los resultados de búsqueda anteriores.

3 - Navegue por las pestañas para encontrar los criterios de búsqueda que busca

4 - Haga clic en el botón Buscar

5 - (Opcional) Si necesita refinar aún más su búsqueda, haga clic en el botón Editar criterios / columnas ...

6 - (Opcional) Haga clic en el botón Guardar para nombrar y guardar la lista dinámica en su panel de control para un acceso rápido en el futuro.

Los contactos de la lista se actualizarán automáticamente. Recuerde que está guardando los criterios, no una lista específica de personas.

7 - Asigne un nombre a su búsqueda guardada, elija quién puede tener acceso a ella y (opcionalmente) agregue a su panel de control.

 - Nombre: Introduzca un nombre corto y descriptivo para la búsqueda. Este nombre se mostrará en los menús desplegables personalizados y en el panel

 - Compartir con los usuarios: Haga clic en el nombre de los usuarios que necesitan ver esta búsqueda. Selecciona Todos para compartir la búsqueda con todos los usuarios.
Nota: Mantenga presionada la tecla CTRL de su teclado para seleccionar más de un usuario de la lista.

 - Marque la casilla de verificación si desea agregar un widget de búsqueda guardado a su panel de inicio. El widget de búsqueda guardado mostrará las primeras 20 personas en la lista y un enlace para ver la lista completa de personas.

8 - Haga clic en el botón Guardar

9 - Una vez que haya guardado una búsqueda, haga clic en el botón Opciones para modificarla, compartirla o crear un informe de correo electrónico automatizado.

10 - La búsqueda guardada ya está disponible como elemento en el menú desplegable de búsqueda guardada y también se puede acceder a ella en el panel

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