Lead filters help you segment contacts for targeted follow-ups, analyze campaign performance, and manage your database efficiently. This guide covers all available filtering and sorting options.
Accessing Lead Filters
In Campaigns
Open your cold outreach campaign
Click the "Leads" tab
Click the "Filter" button
Select your filter criteria from the options: Data Fields, Lead status, Lead owner, Lead ESP, Lead ESG, or Advanced filters(Email Opened/Link clicked/Reply received)
In CRM
Go to CRM -> Leads section
Click the Filters button
Choose your filter type: Campaigns, List, AI Sales Agent, Lead Status, Lead Owner, or Advanced filters(Email Opened/Link clicked/Reply received)
To clear applied filters, select 'All' from the dropdown
In Leads tab
Go to the Leads tab
Navigate to the Leads section in the top bar
Campaigns: Select the target campaign
List: Select the target list
Open a list or a campaign, and click the Filters button
Filter by Lead Status
You can filter by predefined lead statuses or any custom lead statuses you created.
Click here to check available statuses
Click here to check available statuses
Reply received
Link clicked
Completed, No reply
Email Opened, No reply
No email opened
Unsubscribed
Bounced
Skipped
Contacted
Not yet contacted
Risky
Invalid
Valid
In subsequence
Completed
Interested
Meeting completed
Meeting completed, not closed
Won
Out of office
Lost
Not interested
Wrong person
Filter by Lead Owner
If you've assigned lead owners, you can filter by lead owner to see specific team member's leads.
Filter by Email Service Provider (ESP)
ESP filtering shows which email provider your leads use. This helps with deliverability optimization and provider routing.
Available ESP Filters
Google
Microsoft
Zoho
Yahoo
Yandex
Web.de
Libero.it
Checking email provider
Not Found
Other
Filter by Secure Email Gateway (SEG)
SEGs are email security systems that make it difficult to reach contacts. Filtering by SEG helps you identify these contacts and adjust your approach.
Available SEG Filters
Barracuda
Mimecast
Proofpoint
Cisco
Filter by Conditions/Advanced Filters
Condition filters let you segment leads based on specific engagement behaviors and timing.
Available Condition/Advanced Filters
Opened an email - How many times a lead opened any email
Clicked a link - How many times links were clicked
Replied to an email - Number of replies sent
These filters can be combined with:
More than/Less than/Exactly X times
in the past X days
How to configure: Action + Count + Timeframe
Click "Add condition" in the filter menu
Select the action type (opened, clicked, replied)
Set the count (how many times)
Define the time frame (past X days)
Apply the filter
Example: Opened an email + 3 times + in the past 7 days
Filter by Custom Variables
In CRM
Go to CRM -> Leads section
Click a column
Add filter: Filter leads by this column/variable
Configure filter:
Set the condition (equals, contains, is empty, etc.)
Enter the value to match
Apply the filter
In Campaigns
Open your cold outreach campaign
Click the "Leads" tab
Click the "Filter" button
Select data fields:
Choose "Data fields" from filter options
This shows all available variables
Configure filter:
Select the variable you want to filter by
Set the condition (equals, contains, is empty, etc.)
Enter the value to match
Apply the filter
Sorting Leads
Click a column
Select "Add sort"
Choose sort order:
Ascending (A→Z)
Descending (Z→A)
