Lesson info

In this video you'll find out why the People section is exceptional. We'll as well go through filtering users by attributes of Products, Companies and Activities.

Lesson transcript

As you already know there are limitless possibilities of filtering users in the People’s section. We can also set similar filtering rules in other sections - Companies, Deals, Products and Events. The People’s section is however exceptional as we can not only apply filters based on user’s attributes but also filter on information pieces from other sections - Companies, Deals, Products, Events and Activities. Let’s now have a look at how to filter users basing on filters related to Companies, Deals and Activities. In general we may say that each user that has a connection in the app with a Company, Deal or Activity, can be filtered by attributes of those Companies, Deals and Activities. Let me show you some examples. I’m in the People section and want to filter out all users that work at Apple. So, in the filters section I’m specifying the right filter for Company name. And now we see the filtered users here. But as you may have noticed, some of them work at “Apple” while those 2 here are from “Appletronics”. That’s because I used “contains” as filter condition and “contains” is not case-sensitive. To see only users working at apple I should have used “exactly”. Let’s try another one, for example I want to check which users work at Companies that which are small and local businesses. I have earlier created a company custom attribute “Small local business” and now want to filter all employees working at companies for which that is true. And... here we go. When we go to one of these users’ profile, we see that he wroks at “Local Eco” and, having clicked the company name, in the company profile we see here on the right-hand side it has “true” value for the custom attribute “Small local business” Let’s now say I want to see all users connected to deals that are currently at the Negotiations stage in our pipeline. In the Sales section I can of course filter deals themselves, in the Pipeline or table view, but I’m now interested in users assigned to those deals so I need to apply filters related to deals directly in the People section. Filtering users by deals may be useful for example when you want to analyze how much time has passed since first or last page visit of users now assigned to deals meeting some specific criteria. So let’s go back to the users. as I’m the CEO of the company, in addition to connection with deals being at “Negotiations” stage I want to see users related to only most valuable deals so I’ll check ones with total value higher than 800 USD. On top of that, I’m interested only in users related to deals that are still in progress - so not those that have been already lost or won. In filters in the People section I’m going to Deals and need to specify the proper pipeline stage so I’m selecting “Negotiations” here and then “Value” greater than 800 USD, and status “ In progress” It looks like I have 3 users involved in deals meeting those criteria. After entering the user’s profile, we see the information that he is related to the deal of the value of 2500 US dollars. I also wanna know which users are related to activities of Hannah Williams, who is one of my best agents, and that have not been done yet. Under activities I’m selecting Hannah as assignee and than for “Is done” attribute, which is a true/false boolean, I’m going for false. And now we see that at the moment the only activity on Hannah’s plate that has not been done yet is related to the user Oscar Plumlee. When you hover over the user’s name, there is a handy summary of deals and activities Oscar is related to and then in his user profile, we see the activity on his timeline. Important note: you need to remember that we are filtering out USERS here on the basis of attributes of Activities. To check the productivity of your particular agent it’d be better to analyze their list of activities. We’ve just covered some examples of filtering users by Companies, Deals and Activities but you can apply all these filtering rules to an automation and for example tag or segment each user that meets them in the background that will save you a lot of time! Thanks for listening!