In Klenty, if you would like to filter prospects based on certain criteria like industry type, company name etc, you would first need to add dynamic prospect tags to your prospects.

You can add dynamic prospect tags while you import the prospect to Klenty for the first time or you can also do it later.

When you import prospects to Klenty, you would have to Select the field for which you want to add dynamic tags.

For e.g. if you select the field as Company, then for the prospects, tags will be added based on their company names.



Next, you can head over to the Prospects page and use the Filter option to filter those prospects by tag names.


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