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List View Filter Options

Chris
Updated

Objective

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. 

Applies To

  • Outreach Users

Before you begin

  • 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

Option Description
Account
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Active Sequence
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
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
  • Contains
  • Does Not Contain
Address 2
  • Is
  • Is Not
  • Starts with
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Campaign Name
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
City
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
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
  • Contains
  • Does Not Contain
Company LinkedIn
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
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
  • Contains
  • Does Not Contain
Company Name
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Company Natural Name
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
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
  • Contains
  • Does Not Contain
Country
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
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
  • Contains
  • Does Not Contain
Current Sequence Step
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
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
  • Contains
  • Does Not Contain
Current Sequence User
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Education Degree
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Email
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
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
  • Contains
  • Does Not Contain
External ID
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
External Owner
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
External Source
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Facebook
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Favorited By

Favorited by active user
Finished Sequence
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
First Name
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Full Name
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Gender
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
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
  • Contains
  • Does Not Contain
In Sequence
  • Is True
  • Is False
Integration Record Type
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
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
  • Contains
  • Does Not Contain
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
  • Contains
  • Does Not Contain
LinkedIn Connections
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
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
  • Contains
  • Does Not Contain
Mobile Phone
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Nickname
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Occupation
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
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
  • Contains
  • Does Not Contain
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
  • Contains
  • Does Not Contain
Owner Team
  • Is named
  • Is your team
Persona
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Personal Note 1
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Personal Note 2
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Phone
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Preferred Contact
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Prospect Role
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Quora
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Recycled

Displays records scheduled for deletion
Region
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
School
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
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
  • Contains
  • Does Not Contain
Specialties
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Stage
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
State
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Tags
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Time Zone
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Title
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Twitter URL
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Twitter Username
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
URL
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
VOIP Phone
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Website 1
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Website 2
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Website 3
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Work Phone
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Zip
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Custom Fields

See applicable custom field. 

Accounts List View

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
  • Contains
  • Does Not Contain
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
  • Contains
  • Does Not Contain
External Source
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Favorited By Favorited by active user
Industry
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Integration Record ID
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
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
  • Contains
  • Does Not Contain
Name
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Natural Name
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
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
  • Contains
  • Does Not Contain
Website
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Custom Fields See applicable custom fields

Opportunities List View

Option Description
Account
  • Is
  • Is Not
  • Starts With
  • Is Not Empty
  • Contains
  • Does Not Contain
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
  • Contains
  • Does Not Contain
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
  • Contains
  • Does Not Contain
Owner
  • Is You
  • Is Named
  • Is Not Named
  • Is Current User
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Owner Team
  • Is Named
  • Is Your Team
Stage
  • Is 
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Tags
  • Contains Any
  • Contains All
  • Does Not Contain
  • Is Empty
  • Is Not Empty
Custom Fields See applicable custom field

Health

 Contains
Is empty
Is not empty
Plan Is
Is empty
Is not empty
Prospects Count Is
Is not
Between
Less than or equal to
Greater than or equal to
Open task count Is
Is not
Between
Less than or equal to
Greater than or equal to
Active sequence Is True
Is false
Sequence name Is
Is not
Contains
Does not contain
Starts with
Is empty
Is not empty

Additional Information

How To Create a Custom List View

Governance Profile Settings Overview

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