In Big Data Mining Simple CRM, how to search for companies?

In Big Data Mining Simple CRM, how to search for companies?

Big Data Mining Simple CRM now allows you to search for companies, in addition to contacts.

To search for lists of companies that meet certain criteria, you can :
Either start in simple mode to obtain contacts, then go directly to the list of companies meeting the same criteria.
Either search directly in expert mode

If you wish to start from the contact searches:

Open the application launcher

Click the Big Data Mining tab, then choose a pre-programmed query.

Once on the list of results, click on the button "Expert Mode".

At the top of the criteria, check the "Companies" box, then click "Apply filter" at the bottom.

You will then obtain the list of companies corresponding to your request.

If you want to search directly in expert mode:
Open the application launcher

Click on the Big Data Mining tab, then click on the "Companies" icon.

At the top of the criteria, you see that the box "Companies" is checked.


Enter the other criteria, then click "Apply filter" at the bottom.

You then obtain a list of the companies that match the criteria.

Note: Some criteria are only applicable to contacts (birthday, interests, custom contact fields) and are hidden if the search is for companies.