Customer Filters
Filter customers by contact details, communication history, activity dates, and workflow status.
How to Find Customers Missing Contact DetailsUse this filter to find customers with no email or phone number saved in their profile.
Filter Customers by Email Sent and Email ReceivedSearch Customer emails by subject or body using “Email Sent/Received Content” with the Contains operator.
Filter Customers by Last Company Communication Date Sent to ThemFind customers with no emails or calls from your team within a specific date range.
Filter Customers by Customer Group Workflow StatusFilter customers based on whether their customer group is part of an active workflow.