How To Use Smartviews in CRMs? (Make Sure You Know This!)
Автор: Aktug Online
Загружено: 2026-02-01
Просмотров: 2
Описание:
In this video, I break down one of the most important CRM concepts every sales rep should understand: Smartviews.
A Smartview is simply a targeted list of people you can sell to but it only works if your CRM data is accurate and reliable. I’ll show you why clean data matters, how to use custom fields and lead statuses to filter your Smartviews, and how to turn those filtered lists into real sales activity (calls, emails, and moving leads through your process).
If you’re in sales and using a CRM daily, this is a must-know skill
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