You may want to filter prospects that came from Salesforce or Copper in order to organize them or move them to a separate sequence. Use smart filters to easily filter such prospects:

  1. Open the People page of your Reply account.

  2. Click ADD FILTER.

  3. In the Filter name field, enter the name for your filter (optional).

  4. In the Property field, select Salesforce.

  5. Select the Is set condition.

  6. Click Save to save the filter and see filtered results. 

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