Mothernode CRM stores all your contacts in the same table. This means that some of your contacts may be associated with Customer Accounts, while others may be associated with Lead or Opportunities, and it’s even possible that some contacts are neither, and just part of a mailing list.
Assuming your contacts are organized correctly, Mothernode can help you filter your data based on their type; lead and opportunity, customer or otherwise.
Filtering Contacts that are part of Customer Accounts
- Access the Contacts Module in your Mothernode Account
- Click the Advanced Search
- Select IS CUSTOMER and apply any search parameters you want to include
- Run your search
Filtering Contacts that are part of Leads and Opportunities
- Access the Contacts Module in your Mothernode Account
- Click the Advanced Search
- Select IS LEAD/OPPORTUNITY and apply any search parameters you want to include
- Run your search.
RECOMMENDED: If this is a search query you plan to execute often, we recommend saving your search.
