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Learn how to filter your prospects in Reply

How to create and use smart filters?

Learn how to create custom filters with multiple conditions

How to create custom filters with several conditions?

Learn how to filter contacts by custom fields

How to filter prospects by custom fields?

Learn how to filter contacts by creation source

How to filter prospects by creation source?

Learn how to filter prospects based on a specific list

How to filter prospects who are/aren't on a specific list?

Learn how to filter prospects by title and how to move them to a list

How to filter prospects by title and move them to a list?

Learn how to filter prospects by their time zone

How to filter prospects by a specific time zone?

Learn how to filter prospects by their email validation status

How to filter prospects by email validation status?

Learn how to filter prospects by their statuses in sequence

How to filter prospects by statuses in sequence?

Learn how to filter prospects who haven’t opened emails and move them to the duplicated sequence

How to filter prospects who haven’t opened emails and move them to a duplicate sequence?

Learn how to filter contacts by call resolution

How to filter prospects by call resolution?

Learn how to filter prospects by inbox category

How to filter prospects by inbox category?

Learn how to filter prospects by LinkedIn connection status

How to filter prospects by LinkedIn connection status

Find out how to find backlisted contacts in your people list

How do I filter blacklisted prospects?

Dasha Leshchenko

Learn how to use smart filters to apply advanced filters and set your own filtering rules

How to Use Smart filters?

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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