Purpose:
This document details how you can filter your deals pipeline using groups to view segmented details based on dynamic values, such as Region.
First, please review documentation on how dynamic groups are setup, and how they function.
Learn how to create and manage dynamic groups: Click Here
How does Allbound know what region a partner belongs to?
1. Allbound pulls your partner company data and demographic information from your CRM via the integration.
2. Add a Region picklist to your CRM Accounts/Companies Object. Make sure the values match exactly as you'd like them to be represented in both platforms.
3. If this information is not yet mapped with your integration, and the region field doesn't exist or isn't populating on the companies in your Allbound portal, you'll need to connect with an Allbound Integration Specialist. Once you've added the field to the CRM side, send the CRM API key of the account region picklist field, along with the exact representations of the picklist values that will be available for selection within the field to help@allbound.com.
4. Once you receive confirmation that the fields are connected with Allbound and your CRM the data can be received on the Allbound side via the integration. If you have Salesforce, you can run a SFDC dataloader on all accounts containing an Allbound ID. This will allow you to bulk populate the field in Salesforce and trigger the integration to populate the mirrored field in Allbound.
5. In Allbound > Groups create a dynamic group to house the members of each region. The group should pull all users who have the specified region at their primary company.
6. Finally, in the Allbound Pipeline you'll be able to filter your deals visibility by region by simply using the "Group" filter.