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How to filter prospects by title and move them to a custom list?
How to filter prospects by title and move them to a custom list?
Reply Team avatar
Written by Reply Team
Updated over a week ago

You may need to filter your prospects by title to move them into a specific sequence. For example, you want to find all CEOs on your list and separate them. To do this:

  1. Open the People page and create the new CEOs list.

  2. Click ADD FILTER.

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

  4. In the Property field, select Title.

  5. Select the Contains CEO condition.

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

  7. Select all filtered prospects, click the Move to list icon, and move the contacts to the CEOs list.

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