Use filters and views to find prospects with specific attributes quickly.
You can filter your prospect list to quickly find the prospects you're looking for, filtering the list of prospects to:
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Prospects created by specific members of your team.
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Prospects with specific tags.
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Prospects in specific sequences.
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Prospects for specific accounts.
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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
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In the Prospects screen, click Filters & Views.
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Click the property you want to filter by.
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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
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In the Prospects screen, click Filters & Views.
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Create the filters you want to use in your view.
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Scroll to the bottom and click Save as View.
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Type a name for the view in the popup.
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Click Save.
Filter prospects with a view
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In the Prospects screen, click Filters & Views.
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Click Select View.
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Click the view you want to filter by.
Looking for a smart view? Click here