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Maximize the potential of Target and Connect with your CRM
Maximize the potential of Target and Connect with your CRM

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

Hanne Bergh avatar
Written by Hanne Bergh
Updated over a week ago

Add a new contact to your CRM (in Connect):

  • Open the company in Connect.

  • Scroll down to the contact section and find the person you want to add to your CRM.

  • Select the 'Add to CRM' button to the far right.

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:

  • Open our AI Tool within Target.

  • Select the 'CRM connected list'.

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

  • Select 'Show similar companies'.

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Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at support@dealfront.com.

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