Filter

Filter Button

What does Filter do?

By clicking the “Filter” button, you can apply various filters to limit which prospects to dial.

You can also sort by fields.

What fields can I filter on?

Outreach

Outreach Filter Options

Salesloft

Salesloft Filter Options

SFDC

With SFDC, the filter is something you setup manually with your CSM. We require the API name for the field you wish you filter by. Popular fields to filter by are timezone, lead status, states, vertical, and campaigns.

What fields can I sort by?

Outreach

Outreach Sort Options

Salesloft

Salesloft Sort Options

SFDC

In the filter button you will see the ability to “sort”. Sort will show all the fields on the report, which you can select to sort either ascending/decending, A-Z/Z-A, respectively.

How do I sort by account name?

In Salesloft/Outreach, navigate to the black filter button. Click it and navigate to “Sort”. Account name is in the drop down, you may have to scroll to see it.

In SFDC version, as long as the account name is in the report, it will show up in the sort options.

Where does the Time Zone field pull from in Filtering?

The TimeZone filter comes from Outreach’s API.

The Outreach timezone is located on the prospect record. This is not the same as inferred time from other systems, like SFDC or the “Local Time”

Outreach

Outreach Time Zone Must Be on Prospect