Filter Companies or Contacts

Follow

In the Company and Contact Preview pane, you can also narrow down your search, using various filters.

Here’s how:

Step Description Details
1 Go to the Preview pane Follow the steps in Using the Preview Pane to launch the Preview pane in Discovery Center.
2 Activate the filters  In the Company or Contact Preview pane, click the Filter button  to see the filtering options.

The filtering options become visible and button changes to blue color .

Company Preview pane:

30_small.jpg

Contact Preview pane:

31_small.jpg

3 Filter companies You can use the following options to filter your search for a company:
  • Revenue: Select a revenue range.

  • Employees: Select a range for number of employees.

  • Ownership: Select a company ownership type.

  • Industry Type: Scroll to select an industry from a list of 30 industries.

The company results will change dynamically as per your selection of filters.

32_small.jpg

4 Filter contacts You can use the following options to filter your search for a contact:
  • Job Level: select a job level from the list.

  • Job Function: Select a job function for contacts. You can scroll to view more job functions.

The contact results will change dynamically as per your selection of filters.

33_small.jpg

Was this article helpful?
0 out of 0 found this helpful
Powered by Zendesk