Accounts are groups of contacts who are registered under the same domain or who are members of the same company, or organization.
Smart filters tab
To find accounts faster, use the smart filters tab:
Click on the smart filters icon.
Select filters, fill them with your search criteria, and click on the Apply button.
Please note. You can use multiple filters at the same time and save your filtering pattern so you can use it again.
For each filter, you can set a value:
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Here's the list and descriptions of all the filters in the tab:
Filter | Description |
Account name | Filter accounts by account name. |
Domain name | Filter accounts by their domain name. |
City | Filter accounts by the city. |
Country | Filter accounts by country. |
Industry | Filter accounts by industry. |
State | Filter accounts by state. |
Owners | Filter accounts based on who created them and is in charge of the Reply account. |
Linkedin URL | Filter accounts by the LinkedIn URL of a company. |
Phone number | Filter accounts by phone number assigned to a company. |
Time zone | Filter accounts by time zone. |
Company size | Filter accounts by company size. |
Last activity date | Filter accounts by the last activity date. |
Filter panel
The filter panel is located at the top of the list of accounts. You can use it to set default filters, such as filtering by owners, activity date, and apply saved smart filters.
1 - All owners. Use this filter to view accounts that were created by a selected owner (member that is assigned to the Reply account). Use the search field, or just check one or a few needed members and click on the Apply button.
2 - Activity date. This filter allows you to filter accounts based on the latest activities performed on the accounts. Click on the filter and select the desired value.
When you choose a custom value, the sidebar with all filters will be shown. Choose the precise timeframe (from and to dates) and press the Apply button.
3 - Saved filters. This button allows you to view the drop-down list with the filters that you have previously created. You can also edit or delete saved filters using the corresponding icons.
