The CRM Owner filter helps you identify companies in your connected CRM that belong to specific people or to no one at all. It’s a powerful way to clean up your CRM data, spot unassigned accounts, and uncover opportunities that might otherwise go unnoticed.
👉 Note: The CRM Owner filter is only available for users on the Professional plan and above.
What You’ll Need
Before you start, make sure your CRM is connected to Ocean. We support the following integrations:
HubSpot
Salesforce
Pipedrive
Once connected, Ocean combines your CRM data with our rich company and contact insights, giving you the best of both worlds.
How to Use the CRM Owner Filter
Open Search in Ocean.
Under filters, find and select CRM Owner.
Choose one of the following options:
A specific CRM user to find accounts owned by that person.
Nobody to locate unassigned accounts.
Inactive users to identify accounts that might be up for reassignment.
You can also filter by the last deal owner related to each company.
Tips for Best Results
Combine the Owner (CRM) filter with Ocean’s other filters, such as the Lookalike filter, to discover similar companies to those already in your CRM.
Use the “Nobody” filter to find accounts that haven’t been assigned to anyone yet, perfect for reallocation or follow-up.
Target inactive users to quickly spot accounts that could be up for grabs.
Why Use It?
The CRM Owner filter helps you:
Keep ownership assignments clear and up to date.
Discover unassigned or neglected accounts.
Empower your sales team with fresh, qualified opportunities already in your CRM.