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CRM Tab
Lauren Hayes avatar
Written by Lauren Hayes
Updated over 12 months ago

The CRM tab allows you to quickly see all the validated records Keyplay pulled from your CRM.

In this view, you can export, import, sort, filter, update the columns, and search across your CRM accounts.

CRM Tab Functionality

Export

In the CRM tab, you can export either a subset or all of your CRM records to a CSV.
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Use the CRM Enrichment option to export a full list of all the CRM records that Keyplay pulled in with the CRM ID.

Sort

You can sort your accounts by either best fit to worst fit or worst fit to best fit. This is based on the overall fit score. To learn more about scoring, see our guide here.

Filter

You can filter by a number of Keyplay data points in the My Accounts tab such as Tier, any signal in your model, lookalike accounts, any category, any audience, and a specific employee range.
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For example, you can filter by tags to see the accounts you saved from your discover tab.

Columns + Search

You can also edit the columns shown and search for specific accounts in the My Accounts tab.

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