Using the CRM Search Filters

The search filters are a useful tool within Mercury that can be used in many different ways.  

How Search Filters can be used

You can use search filters to find particular People and Opportunity records depending on your needs. For example, you can find clients that have had emails bounce, clients with a specific occupation, or you can search for opportunities from a specific lead source.

Using Search Filters for People records

1. In the CRM app, select People in the left-hand panel.
2. Click the green plus to display the drop-down menu of search filters.
3. Choose the appropriate search filter from the drop-down menu, and enter your search terms.
4. You can export the results to an Excel spreadsheet by clicking Export to Excel. Refer to Exporting your CRM data from Mercury.

Using search filters for Opportunity records

1. In the CRM app, select Opportunity in the left-hand panel.
2. Click the green plus to display the drop-down menu of search filters.
3. Choose the appropriate search filter from the drop-down menu, and enter your search terms.
4. You can export the results to an Excel spreadsheet by clicking Export to Excel. Refer to Exporting your CRM data from Mercury.