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List View Filter Options

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Chris
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Purpose:

The purpose of this article is to provide information to Outreach Users regarding filter options available in the various list views within the Outreach Platform. 

Intended Audience: 

  • Outreach Users

Notes: 

  • Some Outreach views and options require admin-level governance permissions. If the options outlined are unavailable, contact the Org's Outreach Administrator as applicable. For more information regarding governance profile settings, refer to the Governance Profile Settings Overview article. 
  • This article discusses the various filter options available within each List View. For more information on creating custom views, refer to How To Create Custom List Views article. 
  • This article is applicable to the following feature List Views:

List View Filter Options: 

Users can find the following filter options within the corresponding List View. 

Prospect List View: 

FO_01.gif

Option Description
Account
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Active Sequence
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Active Sequence Count
  • Is
  • Is Not
  • Between
  • Greater than or equal to
  • Less than or equal to
  • Is Empty
  • Is Not Empty
Active Task Count
  • Is
  • Is Not
  • Between
  • Greater than or equal to
  • Less than or equal to
  • Is Empty
  • Is Not Empty
Address 1
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Address 2
  • Is
  • Is Not
  • Starts with
  • Is Empty
  • Is Not Empty
Campaign Name
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
City
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Company Follower Count
  • Is
  • Is Not
  • Between
  • Greater than or equal to
  • Less than or equal to
  • Is Empty
  • Is Not Empty
Company Industry
  • Is
  • Is Not
  • Starts with
  • Is Empty
  • Is Not Empty
Company LinkedIn
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Company LinkedIn Employee Count
  • Is
  • Is Not
  • Between
  • Greater than or equal to
  • Less than or equal to
  • Is Empty
  • Is Not Empty
Company Locality
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Company Name
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Company Natural Name
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Company Size
  • Is
  • Is Not
  • Between
  • Greater than or equal to
  • Less than or equal to
  • Is Empty
  • Is Not Empty
Company Type
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Country
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Created Date
  • At
  • Between
  • Is Empty
  • Is Not Empty
  • Last 7 Days
  • Last 30 Days
  • Last 90 Days
  • Last Month
  • Next 7 Days
  • Next 30 Days
  • Next Month
  • This Month
  • Today
  • Today and Later
  • Until Today
  • Year to Date
Current Sequence Status
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Current Sequence Step
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Current Sequence Step Due Date
  • At
  • Between
  • Is Empty
  • Is Not Empty
  • Last 7 Days
  • Last 30 Days
  • Last 90 Days
  • Last Month
  • Next 7 Days
  • Next 30 Days
  • Next Month
  • This Month
  • Today
  • Today and Later
  • Until Today
  • Year to Date
Current Sequence Step Type
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Current Sequence User
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Education Degree
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Email
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Engagement Date
  • At
  • Between
  • Is Empty
  • Is Not Empty
  • Last 7 Days
  • Last 30 Days
  • Last 90 Days
  • Last Month
  • Next 7 Days
  • Next 30 Days
  • Next Month
  • This Month
  • Today
  • Today and Later
  • Until Today
  • Year to Date
Engagement Score
  • Is
  • Is Not
  • Between
  • Greater than or equal to
  • Less than or equal to
  • Is Empty
  • Is Not Empty
Event Name
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
External ID
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
External Owner
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
External Source
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Facebook
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Favorited By

Favorited by active user. 
Finished Sequence
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
First Name
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Full Name
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Gender
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Has Account
  • Is True
  • Is False
Has Named Account
  • Is True
  • Is False
Home Phone
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
In Sequence
  • Is True
  • Is False
Integration Record Type
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Last Contacted Date
  • At
  • Between
  • Is Empty
  • Is Not Empty
  • Last 7 Days
  • Last 30 Days
  • Last 90 Days
  • Last Month
  • Next 7 Days
  • Next 30 Days
  • Next Month
  • This Month
  • Today
  • Today and Later
  • Until Today
  • Year to Date
Last Name
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Last Updated Date
  • At
  • Between
  • Is Empty
  • Is Not Empty
  • Last 7 Days
  • Last 30 Days
  • Last 90 Days
  • Last Month
  • Next 7 Days
  • Next 30 Days
  • Next Month
  • This Month
  • Today
  • Today and Later
  • Until Today
  • Year to Date
LinkedIn
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
LinkedIn Connections
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
LinkedID
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Made Available Date
  • At
  • Between
  • Is Empty
  • Is Not Empty
  • Last 7 Days
  • Last 30 Days
  • Last 90 Days
  • Last Month
  • Next 7 Days
  • Next 30 Days
  • Next Month
  • This Month
  • Today
  • Today and Later
  • Until Today
  • Year to Date
Middle Name
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Mobile Phone
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Nickname
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Occupation
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Opted Out
  • Is True
  • Is False
Opted Out of Calls
  • Is True
  • Is False
Opted Out of Emails
  • Is True
  • Is False
Opted Out of SMS
  • Is True
  • Is False
Opted Out Date
  • At
  • Between
  • Is Empty
  • Is Not Empty
  • Last 7 Days
  • Last 30 Days
  • Last 90 Days
  • Last Month
  • Next 7 Days
  • Next 30 Days
  • Next Month
  • This Month
  • Today
  • Today and Later
  • Until Today
  • Year to Date
Other Phone
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Out of the Office
  • Is True
  • Is False
Owner
  • Is You
  • Is Named
  • Is Not Named
  • Is Current User
  • Starts With
  • Is Empty
  • Is Not Empty
Owner Team
  • Is named
  • Is your team
Persona
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Personal Note 1
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Personal Note 2
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Phone
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Preferred Contact
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Prospect Role
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Quora
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Recycled

Displays records scheduled for deletion.
Region
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
School
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Score
  • Is
  • Is Not
  • Between
  • Greater than or equal to
  • Less than or equal to
  • Is Empty
  • Is Not Empty
Source
  • Is
  • Is Not
  • Between
  • Greater than or equal to
  • Less than or equal to
  • Is Empty
  • Is Not Empty
Specialties
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Stage
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
State
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Tags
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Time Zone
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Title
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Twitter URL
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Twitter Username
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
URL
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
VOIP Phone
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Website 1
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Website 2
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Website 3
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Work Phone
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Zip
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Custom Fields

See applicable custom field. 

Accounts List View:

FO_02.gif

Option Description
Buyer Intent Score
  • Is
  • Is Not
  • Between
  • Greater than or equal to
  • Less than or equal to
  • Is Empty
  • Is Not Empty
Closed Opportunity Count
  • Is
  • Is Not
  • Between
  • Greater than or equal to
  • Less than or equal to
  • Is Empty
  • Is Not Empty
Company Type
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Created Date
  • At
  • Between
  • Is Empty
  • Is Not Empty
  • Last 7 Days
  • Last 30 Days
  • Last 90 Days
  • Last Month
  • Next 7 Days
  • Next 30 Days
  • Next Month
  • This Month
  • Today
  • Today and Later
  • Until Today
  • Year to Date
Domain
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
External Source
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Favorited By Favorited by active user. 
Industry
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Integration Record ID
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Last Contacted Date
  • At
  • Between
  • Is Empty
  • Is Not Empty
  • Last 7 Days
  • Last 30 Days
  • Last 90 Days
  • Last Month
  • Next 7 Days
  • Next 30 Days
  • Next Month
  • This Month
  • Today
  • Today and Later
  • Until Today
  • Year to Date
Last Updated Date
  • At
  • Between
  • Is Empty
  • Is Not Empty
  • Last 7 Days
  • Last 30 Days
  • Last 90 Days
  • Last Month
  • Next 7 Days
  • Next 30 Days
  • Next Month
  • This Month
  • Today
  • Today and Later
  • Until Today
  • Year to Date
Locality
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Name
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Natural Name
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Open Opportunity Count
  • Is
  • Is Not
  • Between
  • Greater than or equal to
  • Less than or equal to
  • Is Empty
  • Is Not Empty
Owner
  • Is You
  • Is Not Named
  • Is Current User
  • Starts With
  • Is Empty
  • Is Not Empty
Owner Team
  • Is You
  • Is Your Team
Prospect Count
  • Is
  • Is Not
  • Between
  • Greater than or equal to
  • Less than or equal to
  • Is Empty
  • Is Not Empty
Recycled Displays records scheduled for deletion.
Tags
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Website
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Custom Fields See applicable custom fields.

Opportunities List View:

FO_03.gif

Option Description
Account
  • Is
  • Is Not
  • Starts With
  • Is Not Empty
Amount
  • Is
  • Is Not
  • Between
  • Greater than or equal to
  • Less than or equal to
  • Is Empty
  • Is Not Empty
Close Date
  • At
  • Between
  • Is Empty
  • Is Not Empty
  • Last 7 Days
  • Last 30 Days
  • Last 90 Days
  • Last Month
  • Next 7 Days
  • Next 30 Days
  • Next Month
  • This Month
  • Today
  • Today and Later
  • Until Today
  • Year to Date
Created Date
  • At
  • Between
  • Is Empty
  • Is Not Empty
  • Last 7 Days
  • Last 30 Days
  • Last 90 Days
  • Last Month
  • This Month
  • Today
  • Until Today
  • Year to Date
Descriptions
  • Is 
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Favorited By Favorited by active user.
Last Contacted Date
  • At
  • Between
  • Is Empty
  • Is Not Empty
  • Last 7 Days
  • Last 30 Days
  • Last 90 Days
  • Last Month
  • This Month
  • Today
  • Until Today
  • Year to Date
Last Updated Date
  • At
  • Between
  • Is Empty
  • Is Not Empty
  • Last 7 Days
  • Last 30 Days
  • Last 90 Days
  • Last Month
  • This Month
  • Today
  • Until Today
  • Year to Date
Name
  • Is 
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Opportunity Type
  • Is 
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Owner
  • Is You
  • Is Named
  • Is Not Named
  • Is Current User
  • Starts With
  • Is Empty
  • Is Not Empty
Owner Team
  • Is Named
  • Is Your Team
Stage
  • Is 
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
Tags
  • Contains Any
  • Contains All
  • Does Not Contain
  • Is Empty
  • Is Not Empty
Custom Fields See applicable custom field. 

Additional Resources:

How To Create a Custom List View

Governance Profile Settings Overview

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