Guidance on how to configure Step 4 in your CRM Rules flow.
Chelsey Fang
Last updated: 6 March 2025
If there are you fields you'd like to create Segments or Filters on (see more about Segments here), configure those here. SaaSGrid allows you index additional fields at the Account/Company or Opportunity/Deal level.
If there are any Accounts/Companies or Opportunities/Deals you'd like SaaSGrid to not ingest at all (eg. test data), you can configure that in this section. Also, you can also select a date before which you would like SaaSGrid to ignore data from.
If there are Opportunities that you'd like SaaSGrid to treat independently (not associated with Renewals or Contract Amendments), you can configure that here.
