List View Filter Options

Created by Aye Myat, Modified on Mon, 3 Aug at 4:31 AM by Andy Smith

Objective

List 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 

OptionDescription
Account
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Active Sequence
  • Is
  • Is Not
  • Starts With
  • Contains
  • Contains Any
  • Does not contain
  • Is Empty
  • Is Not Empty

Note: When searching by "Active Sequence" it is important to observe which conditions apply whether you allow a prospect to be active in only one sequence at a time or multiple sequences concurrently:

  • Only active one at a time: you can use the "is" and "is not" filters
  • Active in multiple concurrently: you must use "contains" or "does not contain".

It is important to observe the distinction as "is" and "is not" only checks what is deemed at a system level to be the most recent active sequence. While "contains" and "does not contain" will build a list of all sequences the prospect is known to be active in before applying the selected logic.  


For example: if a prospect is active in both the sequence "Sequence A" and "Sequence B" it is not possible to determine how the system designates which is the current active sequence, so "Active sequence is Sequence A" may or may not answer correctly but using "Active sequence contains Sequence A" will always answer correctly.

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
  • Is
    • Last 7 Days
    • Last 30 Days
    • Last 90 Days
    • Last Month
    • This Month
    • Today
    • Until Today
    • Year to Date
    • Exact Date
  • Is Not
    • Last 7 Days
    • Last 30 Days
    • Last 90 Days
    • Last Month
    • This Month
    • Today
    • Until Today
    • Year to Date
    • Exact Date
  • Between
  • Is Empty
  • Is Not Empty
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
  • Is
    • Last 7 Days
    • Last 30 Days
    • Last 90 Days
    • Last Month
    • This Month
    • Today
    • Until Today
    • Year to Date
    • Exact Date
  • Is Not
    • Last 7 Days
    • Last 30 Days
    • Last 90 Days
    • Last Month
    • This Month
    • Today
    • Until Today
    • Year to Date
    • Exact Date
  • Between
  • Is Empty
  • Is Not Empty
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
Email Status
  • Is
  • Is Not
  • Is Empty
  • Is Not Empty
  • Value
  • Invalid 
  • Questionable
Engagement Date
  • Is
    • Last 7 Days
    • Last 30 Days
    • Last 90 Days
    • Last Month
    • This Month
    • Today
    • Until Today
    • Year to Date
    • Exact Date
  • Is Not
    • Last 7 Days
    • Last 30 Days
    • Last 90 Days
    • Last Month
    • This Month
    • Today
    • Until Today
    • Year to Date
    • Exact Date
  • Between
  • Is Empty
  • Is Not Empty
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
  • Is
    • Last 7 Days
    • Last 30 Days
    • Last 90 Days
    • Last Month
    • This Month
    • Today
    • Until Today
    • Year to Date
    • Exact Date
  • Is Not
    • Last 7 Days
    • Last 30 Days
    • Last 90 Days
    • Last Month
    • This Month
    • Today
    • Until Today
    • Year to Date
    • Exact Date
  • Between
  • Is Empty
  • Is Not Empty
Last Name
  • Is
  • Is Not
  • Starts With
  • Is Empty
  • Is Not Empty
  • Contains
  • Does Not Contain
Last Updated Date
  • Is
    • Last 7 Days
    • Last 30 Days
    • Last 90 Days
    • Last Month
    • This Month
    • Today
    • Until Today
    • Year to Date
    • Exact Date
  • Is Not
    • Last 7 Days
    • Last 30 Days
    • Last 90 Days
    • Last Month
    • This Month
    • Today
    • Until Today
    • Year to Date
    • Exact Date
  • Between
  • Is Empty
  • Is Not Empty
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
  • Is
    • Last 7 Days
    • Last 30 Days
    • Last 90 Days
    • Last Month
    • This Month
    • Today
    • Until Today
    • Year to Date
    • Exact Date
  • Is Not
    • Last 7 Days
    • Last 30 Days
    • Last 90 Days
    • Last Month
    • This Month
    • Today
    • Until Today
    • Year to Date
    • Exact Date
  • Between
  • Is Empty
  • Is Not Empty
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
  • Is
    • Last 7 Days
    • Last 30 Days
    • Last 90 Days
    • Last Month
    • This Month
    • Today
    • Until Today
    • Year to Date
    • Exact Date
  • Is Not
    • Last 7 Days
    • Last 30 Days
    • Last 90 Days
    • Last Month
    • This Month
    • Today
    • Until Today
    • Year to Date
    • Exact Date
  • Between
  • Is Empty
  • Is Not Empty
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
Phone Status 
  • Is
  • Is Not
  • Is Empty
  • Is Not Empty
  • Value
  • Invalid 
  • Questionable
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

OptionDescription
Active Sequence count
  • Is
  • Is Not
  • Between
  • Greater than or equal to
  • Less than or equal to
  • Is Empty
  • Is Not Empty
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
  • Is
    • Last 7 Days
    • Last 30 Days
    • Last 90 Days
    • Last Month
    • This Month
    • Today
    • Until Today
    • Year to Date
    • Exact Date
  • Is Not
    • Last 7 Days
    • Last 30 Days
    • Last 90 Days
    • Last Month
    • This Month
    • Today
    • Until Today
    • Year to Date
    • Exact Date
  • Between
  • Is Empty
  • Is Not Empty
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
  • Is
    • Last 7 Days
    • Last 30 Days
    • Last 90 Days
    • Last Month
    • This Month
    • Today
    • Until Today
    • Year to Date
    • Exact Date
  • Is Not
    • Last 7 Days
    • Last 30 Days
    • Last 90 Days
    • Last Month
    • This Month
    • Today
    • Until Today
    • Year to Date
    • Exact Date
  • Between
  • Is Empty
  • Is Not Empty
Last Updated Date
  • Is
    • Last 7 Days
    • Last 30 Days
    • Last 90 Days
    • Last Month
    • This Month
    • Today
    • Until Today
    • Year to Date
    • Exact Date
  • Is Not
    • Last 7 Days
    • Last 30 Days
    • Last 90 Days
    • Last Month
    • This Month
    • Today
    • Until Today
    • Year to Date
    • Exact Date
  • Between
  • Is Empty
  • Is Not Empty
Linkedin Employees
  • Is
  • Is Not
  • Between
  • Greater than or equal to
  • Less than or equal to
  • Is Empty
  • Is Not Empty
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
Number of Employees
  • Is
  • Is Not
  • Between
  • Greater than or equal to
  • Less than or equal to
  • 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
Open Task 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

OptionDescription
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 status

  • Contains
  • Is empty
  • Is not empty

Health score

  • Is
  • Is not
  • Between
  • Less than or equal to
  • Greater than or equal to
Plan
  • Is
  • Is empty
  • Is not empty
Plan 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
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

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article

Preview
0 of 0