You can filter contact persons in CentralStationCRM by tags (keywords) that you have previously defined yourself. You can also filter all people by postcode or city, for example to be able to address them regionally. A new way of filtering people is to use individual fields that you must have previously specified once. These then also appear as a filter option in the right sidebar of your people overview.
CRM use cases of the person filter
Since we have already discussed a large number of individual questions about filtering and the sensible use of tags in discussions with our customers, we czech republic telegram screening would like to give you just a few options here. The list is intended to serve as a suggestion and show you how diversely and individually you can use tags and filter options for yourself.
Finding customers regionally
You are in Hamburg for a day and unexpectedly have a few hours free at lunchtime. Perhaps you can spontaneously meet one of your business partners for lunch using the filter by city or postcode. With the filter you will find all matches within a few seconds and can write or call the person you are interested in directly.
Invite selected customers to an event
But it doesn't always have to be so spontaneous. Let's say you're holding an event in Bonn or visiting a trade fair there. You might not be able to persuade your customers from Munich or Berlin to make a quick visit, but addressing people in the postcode area "5" who you've tagged as an "A-customer" can be promising. You can export the results list directly to Excel and use it to create a form letter or mailing.
As mentioned above, you can define up to three custom fields for each area of your CentralStationCRM. But what can you use the custom fields for or what are common use cases?