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
- In the Prospects screen, click Filters & Views.
- Click the property you want to filter by.
- Select or type the value you're looking for.
You can add multiple values by separating them with a comma. - Click Done.
Repeat for any additional properties you want to filter by.
Create a view
- In the Prospects screen, click Filters & Views.
- Create the filters you want to use in your view.
- Scroll to the bottom and click Save as View.
- Type a name for the view in the popup.
- Click Save.
Filter prospects with a view
- In the Prospects screen, click Filters & Views.
- Click Select View.
- Click the view you want to filter by.