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
Navigate to your campaign
Click the "Leads" tab
Click the "Filter" button in the toolbar
Select your filter criteria from the options
In CRM
Go to CRM from the main navigation
Open a List or Campaign view
Click the "Filters" button
Select your filter criteria
The CRM offers additional custom variable (Data Fields) filtering and advanced sorting.
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 when importing contacts, you can filter by who owns each lead.
Assign lead owner when importing leads
Or assign after import using bulk actions in CRM
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
Yandex
Other
Not Found
Checking email provider
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
Condition filters let you segment leads based on specific engagement behaviors and timing.
Available Condition 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
Last contacted - When the most recent email was sent
Time-based filtering:
Filter by date range: "in the past X days"
Combine with action counts for precise targeting
How to configure: Action + Count + Time frame
Click "Add condition" in the filter menu
Select the action type (opened, clicked, replied, contacted)
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 (CRM Only)
Variable(Data fields) filtering is only available in the CRM, not in the campaign dashboard.
Go to CRM → Lists or Campaigns
Select the list or campaign to filter
Click the "Filters" button
Select data fields:
Choose "Data fields" from filter options
This shows all custom variables available
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 (CRM Only)
Advanced sorting is only available in the CRM, not in the campaign dashboard.
Go to CRM → Lists or Campaigns
Select the list or campaign
Click the "No sort" button
Choose the variable/field to sort by
Choose sort order:
Ascending (A→Z)
Descending (Z→A)
