Creating a CRM Search
CRM Search is a powerful feature of Giant Rocketship. Instead of hard-coding a Process Automation or Escalation Rule against fixed criteria, you can use a CRM Search to ensure that your rules dynamically adjust to the number and types of customers and services you have.
Just follow these steps to get started:
- Select CRM Search on the Giant Rocketship navigation menu.
- In the Create New Search window enter your search criteria in the CRM Search* field.
- Enter text in the Description field (optional).
- Select Save New Entry.
Here is an example of creating a CRM search for All Prospects in Autotask:
You can then edit a CRM search to build a custom query grid based on your selection in the CRM Field, Comparison Type, and Search Value columns:
CRM Search values using a custom query could then be used in a Sales outreach to All Prospects using a Process Automation rule:
Basically, anything in CRM you can query using Rocketship’s CRM Search!