CRM Owner Filter

Find companies in your CRM that belong to old employees or nobody at all

Updated over a week ago

Note: This is an add-on feature. If you're interested, please contact your Customer Success Manager.

Once you've connected your HubSpot, Salesforce or Pipedrive, you can combine the power of Ocean with the data from your CRM to find hidden gems.

Use the CRM owner filter to find accounts or the last opportunity belonging to the account that belongs to a certain person, or that doesn't belong to anybody yet.

This filter is naturally best combined with Ocean's filters, such as the lookalike filter, to really leverage the power of our system.

๐Ÿ’กTip: Apply the filter "Nobody" to see accounts that are unassigned, or filter for inactive users to pick out accounts that might be up for grabs.

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