Available on all CallSine plans, including Free Trial.
Overview
Filters help you quickly locate specific prospects in the People Table. You can search by name, company, eligibility, tags, activity history, or assigned Agent. Filters can be combined to create highly targeted lists—useful for reviewing outreach, building call lists, or assigning prospects to an Agent.
Open the Filter Panel
The filter panel appears on the left side of the People Table. If it is collapsed, click Open Search to reveal the filter options.
Quick Search
At the top of the panel, two quick search bars let you look up specific records:
Search People — Search by prospect name
Search Company Name — Search by company name
Quick Search is fastest when you already know the name or organization you need to find.
Search Filters
Below Quick Search, filters are grouped by category. Click a category to expand it and select criteria. You can apply multiple filters at once.
Common filters include:
Identity — Search by internal identifiers
Title — Filter by job title
Company — Filter for specific companies
Phone Number — Has or doesn’t have a stored phone number
Has Sent Messages — Messages already sent
Has Drafts — Drafted messages waiting to send
Has Last Contacted — Prospects with a last contact date
LinkedIn Eligible — Prospect can be reached via LinkedIn
Email Eligible — Prospect can be reached via email
Tags — Filter by tags applied to manually added prospects
LinkedIn Connected — Already connected to your LinkedIn account
Is Open Profile — Prospect has LinkedIn Open Profile status
Industry — Industry associated with the prospect’s company
Location — City, state, or country
Agent — Prospects assigned to a specific Outreach Agent
Org Employee Min — Minimum company size
Org DB Revenue Range — Company revenue range
Status — Prospect status (for example, Open, DNC, In Conversation)
Apply and Clear Filters
Once filters are selected:
Click Update Search to refresh the table
Click Clear Filters to return to the full prospect list
Filters remain active until cleared, so you can continue working in a refined list.
Filter Tips
Combine filters for precision (for example: Tags + Email Eligible + Industry)
Use Quick Search with filters (for example: search a company name while filtering Has Sent Messages = No)
Filters are useful for building calling lists, spotting uncontacted leads, or preparing assignment tasks
Situational Examples
Below are common scenarios and the filters used to solve them:
Prospects assigned to Outreach Agent A with sent outreach
Agent = Outreach Agent A
Has Sent Messages = Yes
Prospects assigned to Outreach Agent B with drafted outreach
Agent = Outreach Agent B
Has Drafts = Yes
Prospects 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