You can search your leads based on different Filters available in Prospect IQ. You can start with a broader search for individual People or Companies and use filters to narrow down.
Applying Search Filters for Person:
The following options are available for searching individual persons. Please make sure to apply relevant search terms for accurate search.
For example, if you use the Domain filter, search with the complete domain like klenty.com, chargebee.com.
You can search by
Name, First Name, Last Name
Title
Company Name
Department
Level (example: C-Level, VP)
Number of Employees
Revenue
Industry Name
Technology
Domain Name
City, State & Country
Applying Search Filters for Company:
You can apply the following filters to search for contacts in a particular company. Although the search attributes are limited in company search, we are committed to provide more options in the future.
You can search by
Number of Employees
Revenue
Industry Name
Company Name
Domain Name
City
State
Country
For more accurate results, you can use the Exact Match option available under the Person's First name, Last name, Title, and Company name filters.
Likewise, the Exclude Option can be used to filter out certain information from search results. This is available under Person's Title, Level, Department, City, Country, State and Under Companies's No. of Employees, Revenue, City, Country, and State Filters.
Save your Search Filters:
If you're using the same set of filters to search for leads, you can save the filter views for future use. This will help you quickly apply the filters.
After applying the filters, choose the "Save View" option and provide a name for your view. This save view option is available for both Person and Company search.
You can access the saved views from "Saved Searches". You can remove the saved searches using the delete icon available next to the saved searches.
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