Opening the Filter Panel
The filter panel appears on the left side of the People Table. If it’s collapsed, click Open Search button to access it.
Quick Search
At the top of the panel, you’ll find two quick search bars:
Search People – Search by name.
Search Company Name – Search by company name.
These are best for fast lookups when you know the specific contact or company you’re looking for.
Search Filters
Below Quick Search, filters are grouped by category. Click on a category to expand it and select your criteria. You can combine filters from multiple categories for more precise targeting.
Identity
Filter by unique identifiers (such as internal IDs).
Title
Filter prospects by job title.
Company
Search by company name or apply filters for specific companies.
Phone Number
Find prospects with or without a stored phone number.
Has Sent Messages
Filter based on whether outreach messages have already been sent to the prospect.
Has Drafts
Locate prospects with drafted messages pending send.
Has Last Contacted
Filter by whether a “last contacted” date exists for the prospect.
LinkedIn Eligible
Filter for prospects who can be reached via LinkedIn.
Email Eligible
Filter for prospects who can be reached via email.
Tags
Search by tags applied to the prospect (helpful for grouping manual imports).
LinkedIn Fields
LinkedIn Connected – Whether they’re already connected to your account.
Is Open Profile – Whether they have Open Profile status.
Industry
Filter by the industry associated with the prospect’s company.
Location
Filter by location fields (city, state, country).
Agent
Find prospects assigned to a specific Agent.
Company Data
Org Employee Min – Minimum company size.
Org DB Revenue Range – Company revenue range.
Status
Filter by prospect status within your workflow.
Applying and Clearing Filters
Update Search – After selecting your filters, click Update Search to refresh the table.
Clear Filters – Click this button to remove all filters and view the full prospect list.
Filter Tips
Combine Filters – For example, filter by Tags + Email Eligible + Industry to build a targeted call list.
Use Quick Search with Filters – Search for a company name while also filtering for Has Sent Messages = No to find untouched prospects at that company.
Save Time – Filters persist until cleared, so you can keep working within a refined list.
Situational Quick Filters
These examples show how to combine filters to answer common “I need to find X right now” scenarios:
Prospects assigned to Outreach Agent A who have already been sent outreach
Agent = Outreach Agent A
Has Sent Messages = Yes
Prospects assigned to Outreach Agent B with outreach pending
Agent = Outreach Agent B
Has Drafts = Yes
Leads eligible for LinkedIn outreach but not email
LinkedIn Eligible = Yes
Email Eligible = No
Manual imports tagged “Event Leads” with valid phone numbers
Tags = Event Leads
Phone Number = Has Phone Number