CRM Filtering in Advanced Search

 8 April 2025

You can now use Advanced Search to include or exclude companies matched to your connected CRM.

This new filter helps tailor your search and build smarter collections to:

  • Prioritise outreach – Identify new opportunities by excluding companies you are already engaging with
  • Uncover trends – Monitor changes across the companies within your CRM, whether that’s your client, prospects or partners

Connect your HubSpot or Salesforce to start searching over the companies in your CRM.

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