Here we’ll show you how to sort companies with custom filters and receive reports whenever new leads come in.

Let’s say you have two sales reps. One deals with companies with revenues above 20M, and the other with companies with revenues below 5M.

Both of these reps want to create a custom filter and get weekly alerts telling them about new companies. They might also want to sort visiting companies by the number of employees, source, and the location of the companies. 

Here’s how you would set up a filter if you were one of those reps:

1. Start by locating the Segment filter function in the Intent section of the dashboard: 

2. At the bottom of the “filter box” on the left-hand side you should see a prompt to Add Filter. Click through and you will see all the filter options then click the Save Segment as button once done.

Name the segment Sales Person 1, set the revenue to 10M, and hit save. You’re not interested in company locations or sources at the moment so you can leave them alone.

3. You can now view your Saved Segments from the left panel of your Intent dashboard (see screenshot below), select your segment and view all the companies that fit your criteria.

4. To make it even better you can get a regular update about any new companies that fit your criteria. All you need to do is go to Workflows page, click Create Workflow and select Email Report. Just pick your segment and set the schedule!


You can save yourself a lot of time with this feature. As you can see from step two, there are lots of options for designing custom filters so don’t be afraid to try them! 

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