Filter & Sequence Prospects by Accounts

Objective 

The purpose of this article is to provide direction to Outreach Users in filtering and sequencing prospects by accounts.

Applies To 

• Outreach Users

Procedure

Filter & Add Prospects to Sequences from the Account List View

1. From the account list view page, apply any applicable filters by clicking on the Add Filter button and selecting your filters
2. Select the accounts on the list view. 
3. When you’re done adding accounts, click the button on the top of the page with the silhouette “Select Prospects”.
4. You'll now notice that the accounts have been added as a search condition. From here, you can add additional filter options to only include specific prospects. Ex: Search for a specific persona or title. 
5. You’ll be presented with a list of prospects that are from the accounts you selected and meet any additional filtering conditions that were applied to the search.
6. Select the prospects and click on the paper airplane "Sequence" button on the top of the page to add them to your sequence.
   

Filter & Add Prospects to Sequences From the Prospect List view

1. On the prospect list view page, search for any specific accounts by clicking on the Add Filter button and start typing the name of the accounts that you’re interested in, ant they will appear in the dropdown menu.
2. You can also add additional filter options to only include specific prospects. Ex: Search for a specific persona or title. 
3. Once you’ve added all of your conditions, select the list of prospects and click on the paper airplane "Sequence" button. Select the appropriate sequence from the dropdown menu to add the prospects to the sequence.