How Do I Use Lead Filters?

Using Lead Filters on the Leads Page

How to Access the Filters

Click “Toggle Lead Filters” on the right-hand side of the Leads page. This will open up a bar that contains all available filters.

The Lead Filters feature on the Leads page allows you to segment and manage your leads with more precision. These filters help you quickly identify specific lead groups based on engagement, status, or metadata, making list cleanup, reporting, and targeting much easier.

Filter Types and How They Work

Each section within the filter panel lets you narrow your lead list based on specific criteria:

1. Search & Filter Bar

   

   Use the general search bar at the top of the panel to quickly find lead by name, email, or keyword.

2. Lead Lists

   

   This dropdown allows you to filter leads by list. You’ll see all the lead lists that you or your team have uploaded or created.

3. Verification Status

   

   Filter lead based on their email verification state. Options include:

• Verifying

• Unverified

• Verified

• Unknown

• Bounced

• Inactive

• Unsubscribed

• Risky

This is especially helpful when preparing for a send or identifying leads that need cleanup.

4. Campaign Status

   

   Shows how a lead is currently interacting with your campaigns. Filter by:

• In Sequence

• Sequence Finished

• Sequence Stopped

• Replied

This is useful when identifying cold leads or grouping those who’ve completed sequences.

5. Emails Sent

   

   Lets you target leads based on how many emails they’ve received. Choose from:

• More than

• More than or equal to

• Less than

• Less than or equal to

Then enter a number. For example, to find people who’ve received at least 3 emails, use “More than or equal to” and enter “3”.

6. Opens

   

   Dropdown functions the same as Step 5, filters how many times a lead has opened your emails.

7. Replies
   

   

   Dropdown functions the same as Step 5 and 6, filters based on the number of replies received from each lead. This is especially helpful if you want to exclude people who already responded.

8. Custom Tags
   Use this filter to segment leads by predefined or manually added tags. Common examples include:

• Interested

• Meeting Booked

• Google

• Outlook

• Zoho

• Custom Mail Server

• Proofpoint

Tags can reflect engagement, email client, or any other lead characteristic relevant to your workflow.