Using Collections in Luru

What is a Collection:

Collections help you access a group of CRM fields in one place for easy viewing/updating. 

Typically your CRM may have fields that are often updated together. For eg: Qualification fields, MEDDPICC fields (Metrics, Economic Buyer, Decision Criteria etc.) or Churn related fields (Churn date, Churn reason etc)

These are great candidates for a collection, since they are accessed together often. So instead of searching and updating each field separately, you can create a collection with these fields.

Creating a Collection:

You can create a collection from Settings -> Collections -> 'Add a collection'

Using Collections is a Note:

You can add a collection into a template or a note using the '/' command anywhere on the note and selecting the collection:

Using collections in pipeline views:

In order to access certain fields quickly within the pipeline view, you can use collections: