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Maximize the potential of Target and Connect with your CRM

Understand the different benefits and use cases if you have your CRM integrated with Target.

Written by Vicent Llongo
Updated yesterday

Add a new contact to your CRM:

  • Search for the company in the search bar
    ​

  • Open the company in company profile.

  • Click on the contacts tab and find the person you want to add to your CRM.

  • Select the 'CRM' button above the contact section or the CRM actions butten on the top of the profile section.

Search for similar companies with our AI

Looking for companies similar to that deal you just closed? With our AI-tool you can find companies matching the companies already in your CRM. Just follow these instructions:

  • Start a new search and go to Filters for lists

  • Select the 'Cluster Lookalikes', this will take you to our AI tool

  • Choose a specific cluster that you want to have the similarities based on.

  • Select 'Show similar companies'.

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