Creating a CRM Search

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:

  1. Select CRM Search->Custom Searches in Rocketship Admin.
  2. In the Create New Search window enter your search criteria in the CRM Search* field.
  3. Enter text in the Description field (optional).
  4. Select Save New Entry.

Here is an example of creating a CRM search for All Prospects in Autotask:

Creating a new CRM Search

A very basic CRM Search will be created that will match “All Active Customers”. You will also see an Edit Search Criteria and Preview button. Let’s edit this CRM Search to match an Autotask Company UDF by clicking Edit Search Criteria:

This CRM Search will now only return Autotask Companies where a monthly AM call is required.