As Admin, you can use one of the predefined templates to help RightBound find the right accounts for you and your team.
- Custom - admins can customize rules (fields and values).
- Template - admins can save the time and hassle of customizing filters from scratch. We have two common pre-selected fields - all the admin needs to do is select the value:
- Recent activity: the default value is 30 days; admins can edit the requested timeframe
- Stage: admins select the requested stage/deal value(s) out of a picklist
- Each dynamic filter shows the total number of accounts in the CRM
- Admins can edit fields/values - the total number will update accordingly
- CRM Insights - Admins can review the number of accounts and contacts to include in their research:
- After selecting the dynamic filter, Admins review the total number of accounts and contacts the research will cover.
- Admins can update their selection to focus their research, avoid credit issues, etc.
- Admins must approve the CRM Insights research.
There are two types of data you use in the filters from your CRM:
Accounts and Opportunities
The terminology varies based on whether you are connected using SalesForce or Hubspot - but the functionality is the same.
Accounts / Companies - filter based on fields in your CRM on the Account (Company) level
Example: Pull in accounts based on the Intent Score field
Opportunities / Deals - filter based on fields in your CRM on the deal/opp level.
Example: Pull in accounts with a "closed lost" opp status
You can mix and match these fields to create the perfect filter of accounts.
*** After creating the dynamic filter and checking the box, you must navigate to the research settings, select the filter, save it, and then the accounts will be visible.
