Filter by Custom Objects

Objective 

This guide walks through using cross-object filtering in Outreach. This powerful feature allows users to filter records in both standard and custom objects by leveraging fields from their associated records. This enables teams to surface relevant records efficiently, creating more targeted workflows and insights.

Applies To 

• Outreach Users

Before you begin 

Ensure that your custom objects are properly set up and have established associations with standard objects like Prospects, Accounts, and Opportunities.

Procedure: Filtering standard objects by custom objects

This procedure explains how to filter a standard object (e.g., Prospects) using fields from an associated custom object (e.g., a custom Campaign member object).

1. Navigate to the list view of the standard object you want to filter (e.g., Prospects, Accounts, or Opportunities).

2. Click the "Add Filter" button.

3. In the filter sidebar, locate the section for associated custom objects. Here, you will find fields from your custom objects (e.g., ‘Campaign’ from ‘Campaign Member’).

4. Choose a field from the custom object you want to use for filtering.

5. Select an operator (e.g., equals, contains, greater than) and input the desired value.

6. Click "Done". The list will now display custom object records matching your criteria.

Procedure: Filtering custom objects by standard or custom objects

This procedure explains how to filter a custom object (e.g., a custom Campaign member object) using fields from an associated standard object (e.g., the parent Prospect record).

1. Navigate to the list view of the custom object you want to filter (e.g., your custom Campaign member object).

2. Click the "Add Filter" button.

3. Choose a field from the standard or custom object you want to use for filtering.
   

4. Select an operator (e.g., equals, contains, greater than) and input the desired value.

5. Click "Done". The list will now display custom object records matching your criteria.

Procedure: Selecting associated prospects

This procedure explains how to select prospects associated with custom object records (e.g., prospects linked to a custom Campaign Member object) in bulk.

1. Select Custom object records 

• Use the checkboxes to select the desired custom object records.

• Note: You can select up to 200 records at a time for bulk prospect selection.

2.  Select associated Prospects

• Click “Select Prospects” bulk action 

3. Review and confirm selection

• You'll be taken to the list view featuring all associated prospects with the selected custom object records.
• You can now apply bulk actions to these prospects, such as adding them to a sequence, updating fields, sending bulk emails, or exporting.

Additional Information 

• Cross-object filters can be combined with other standard filters to create highly specific and targeted list views.

• The filters you apply can be saved as a custom list view for easy access.

• For more general information on searching and filtering, please refer to the How to Search In Outreach support article.