Lead Filtering and Smart Views

Smart Views exist for proactive outreach to Leads matching specific criteria. They are saved searches and can be kept private, shared with your entire organization, or specific members of your team. All Smart Views are composed of search queries that dynamically impacts which Leads appear in your Smart View.

Overview

Using Lead Filtering and Smart Views, you can easily create a “list” of precisely the right Leads you need to reach out to at any given time. You can then prioritize the list based on specific criteria, so you have the highest chance of reaching the right Leads at the right time. These lead lists are called Smart Views and they are used to create workflows that you can easily access and share with your team.

Lead Filtering

One of the most powerful features of the Close sales platform is the ability to filter all your Leads and Contacts to find ones that matter to you right now. Filtering can quickly find a Contact, identify which Leads need attention, build calling and emailing workflows for your sales team, and much more. The possibilities are endless.

Think of Lead Filtering as building a powerful string of filters to help users locate important lists of Leads and Contacts. Create Filters to find leads that have been called twice, located in a specific city, or created on a certain date. Filters can be combined to create more powerful searches.

Building and Combining Filters

To get started with lead and contact filtering, expand any keyword category, and use the drop-down to choose the search filter you need. You can also add one filter after another to build more advanced searches.

Simple example

Let's find all the leads that were never contacted (i.e. never called or emailed):

  1. Click on Add Filter to the top left of the lead page
  2. Click the Emails filter.
  3. Check # Total number of emails
  4. Select None as your filter.
  5. Now, click on Calls.
  6. Check # Total number of calls
  7. Select None as your filter.
  8. Click Done
Creating filters

Creating filters

This adds the filter to the top of the page as you go along.

Final search

Final search

Complex example

You want to follow up with leads who opened an email you sent 7 days ago but never responded.

  1. Click on Add filter.
  2. Click the Emails filter.
  3. Under Find the latest Email where…, check Direction
  4. Select is any of as your filter.
  5. Select Outgoing
  6. Now, under Find the latest Email where…, check # Number of opens
  7. Select Some from the drop-down (the lead has opened the latest email you sent).
  8. Under Find the latest Email where…, check Date.
  9. Select is not within as your filter.
  10. Select "the last 7 days"
  11. The sidebar has been adding in each filter to the top of the leads page. Your final filters will look like so.
Creating combined filters

Creating combined filters

The final search will look like this:

Combined Filters

Combined Filters

You can add to the search query an infinite amount of options to form more complex searches. See our article on Combined Queries for a step to step guide on how to use operators ("AND", "OR", "NOT").

Close Product Help: Learn More About Smart Views Based Workflows

Updated 9 days ago



Lead Filtering and Smart Views


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