You can filter your prospect list to quickly find the prospects you're looking for, filtering the list of prospects to:

  • Prospects created by specific members of your team.
  • Prospects with specific tags.
  • Prospects in specific sequences.
  • Prospects for specific accounts.
  • Prospects with exact or partial matches for fields, including custom fields.

If there is a filter you use regularly, you can save it as a View to make things easier.

Tip: Active filters are shown above the prospect list. You can click the x next to any filter to remove it.

Filter your prospect list

  1. In the Prospects screen, click Filters & Views.
  2. Click the property you want to filter by.
  3. Select or type the value you're looking for.
    You can add multiple values by separating them with a comma.
  4. Click Done.

Repeat for any additional properties you want to filter by.

Create a view

  1. In the Prospects screen, click Filters & Views.
  2. Create the filters you want to use in your view.
  3. Scroll to the bottom and click Save as View.
  4. Type a name for the view in the popup.
  5. Click Save.

Filter prospects with a view

  1. In the Prospects screen, click Filters & Views.
  2. Click Select View.
  3. Click the view you want to filter by.
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