How to build targeted prospect lists with multi-criteria filtering

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How to build targeted prospect lists with multi-criteria filtering

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Overview

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Steps

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Scenario 1: Target companies with specific dual focus

1. Open your prospects or companies list.
2. Click Filters → + Add condition.
3. Industry → has all of → Select “Biotech” AND “Cell Therapy”
4. Sort by → Funding Amount → Low to high
5. Click Apply.

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Scenario 2: Find early-stage companies across funding spectrum

1. Create a filter group: Funding Amount → is less than → 10000000 (10M) OR (click + Add condition) → Funding Amount → is empty
2. Sort by → Date Added → Newest first
3. Click Apply.

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Scenario 3: Keyword search with ownership prioritization

1. Filter by keyword in notes:
2. Notes → Content → contains → **generative AI **
3. Sort by → Owner → A to Z (empty owners will appear last)
4. Add secondary sort: Last Contact → Oldest first
5. Click Apply.

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Expected Outcome

• Scenario 1: Companies focused exclusively on biotech AND cell therapy, sorted by funding stage
• Scenario 2: Early-stage prospects (sub-$10M funding) plus unfunded companies, prioritized by newest additions
• Scenario 3: Companies mentioning “generative AI” in notes, with unowned prospects listed last for assignment

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Tips/Warnings

• Use has all of when you need companies that match ALL selected industry tags (AND logic).
• Use has any of when you want companies in ANY of the selected industries (OR logic).
• Notes → Content searches exclude replies and use word-level matching—“care” won’t match “healthcare.”
• Funding Amount empty values represent companies with unknown/undisclosed funding.
• Consider creating Global industry fields for consistent taxonomy across your sourcing lists.
• Date Added helps prioritize newly discovered companies in your sourcing pipeline.