Filters

to quickly identify relevant data

Find relevant information about contacts, accounts, and activities to aid the sales team in reaching out to the right leads.

Filters

Get More Out of Your Sales Data

Access powerful filter capabilities to quickly identify the best sale opportunities with Filters!

filters leave note
filter by tags

Filter by Tags

Use "AND" and "OR" conditions in tags to allow salespeople quickly filter, search, and segment prospects.

saved filters

Saved Filters

Minimize repetitive or tedious tasks by using “ Saved Filters “ that memorizes search fields on behalf of sales reps.

filter by name

Filter by Name

Enable users to find desired prospects or accounts by providing a single character of their name or company.

What is Filters?

Filters in sales engagement tools are customizable filters that allow sales teams to segment their customer data in various ways. This allows them to identify key customer segments, quickly find and target the right prospects, and set up automated campaigns that target the right people.

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