Create Account No credit card required
Synerise Menu

Finder in CRM. Search and explore data

To make using our CRM module easier we have introduced a new feature – Finder. This feature allows you to make actions on the CRM list quickly and easily. With this tool, you can find customers (recognized and anonymous) with their all attributes but also explore data with tags, segments and funnels.

Benefits

  • Easier customer search
  • All data in one place

Synerise solution

  1. To find particular customer on list just enter his or her email in finder. You can also find anonymous customers. To do this, enter their UUID.
  2. You can find customers with particular attributes. If you want to find, for example, all customers from Paris, type in finder name of attribute and it’s value.
  3. To explore list of customers with particular tag, type it’s name in finder.
  4. You can explore customers from segment and funnel also. To do this, type it’s name, and you’ll get list of all customers from this segment or funnel.

Related topics

Be the first who knows!