You may want to filter prospects that came from Salesforce or Copper in order to organize them or move to a separate sequence. Use smart filters to easily filter such prospects. To do this:
- Open the People page of your Reply account.
- Click ADD FILTER.
- In the Filter name field, enter the name for you filter (optionally).
- In the Property field, select Salesforce.
- Select the Is set condition.
- Click Save to save the filter and see filtered results.