Basic Filtering
Basic Filters are the quickest single-click options for organising your records by the most important criteria.
Step 1) Go to your Accounts / Contacts Repository
Step 2) Click Show Filters
Step 3) Click to expand any of the fields/settings/tags you wish to use
Step 4) Select the value you wish to apply to your list
Basic Filters apply in real-time, re-loading your list view with the matching set of Accounts/Contacts
💡 When you select multiple criteria in a Basic Filter, Evergrowth uses "AND" combination logic
i.e. Records must meet all of the criteria you select in order to be displayed in your filtered list
Advanced Filters
Advanced filters give you more control over the choices you have when creating filtered view of your records.
Advanced filters give you more control over both which fields you filter on and how values are matched.
This includes AND / OR logic, “is empty” conditions, date ranges, and keyword-based matching for research results.
Applying an Advanced Filter
Step 1) Go to your Accounts/Contacts repository
Step 2) Click Show Filters, then switch the tab to Advanced Filters
Step 3) Click Add Field or Group
Step 4) Select your field you wish to use as the filter
Step 5) Depending on the field type, choose the appropriate matching logic (contains, equals, greater than, etc.) and the value to match
Step 6) When ready to save all the filter criteria, click Apply
💡 Pro Tip: It is possible to filter Contacts using Account level information.
E.g. Filtering Contacts based on their company Business Activity classification:
However, it’s not possible to filter Accounts based on Contact-level information.
This is because Contacts can only belong to a single account, but Accounts may contain many Contacts!
Using Advanced Filter Groups
When creating an Advanced filter from scratch, every field you add will be in a single group.
A group is a set of filter criteria that share the same logical operator (AND or OR).
However, you may want to combine different sets of fields and conditions - this is where you can use Groups.
Adding a Group
Step 1) Within the Advanced Filters tab, click the ➕ Add Field or Group
Step 2) Switch the Group tab
Step 3) Choose and or or (you can edit this value at any point in future)
You can now begin adding fields to your new group with the new Add Field or Group button that displays within the new group's box
Switching a group's AND/OR logic operator
Step 1) Click the and or or pill within the group
Step 2) Select the new value in the OPERATOR dropdown
This new selection is applied instantly
It will be applied to your list once you hit Apply to save the entire criteria set
Mixing Combinations of Operator Settings
A single group cannot contain more than one operator.
If you want to combine AND and OR logic in the same filter, you’ll need to use nested groups.
Example: Allowing Multiple Research Options
In the below grouping, I want to switch the Private Equity Research filters so either of the results are accepted by my Advanced Filter (using the OR operator)
However, if I switch the current group to OR, the ICP - Yes criterion will also become optional, which is not what I want:
Therefore, I should organise my filter by putting the 2 research criteria in a new group
Advanced Filter Examples
Example 1
The most obvious and useful application of Research agent filtering is to check the accounts/contacts that have the signals you most prefer to sell to:
[Research Agent]: Positive one of [Yes]
Example 2
Research results being positive is an effective filter, but you can go deeper by using their research insights to filter for specific scenarios:
In this scenario, we've recently launched an enhancement to our SalesForce integration, and want to target customers who will be interested to hear about it!
To find those specific accounts to run a micro-campaign, we could use our Account Research Agent which uncovers the CRM being used by our prospects, like this:
[Research agent]:Result contains [What you're looking for]
Example 3
Advanced filters can not just check for exact matches or yes/no results, they can check whether there are results at all, using the "Is empty" setting.
In the below example, I want to search for Accounts which have not been qualified yet. The best way to do this is to choose where the output of the qualification Agents is not populated
[ICP] is Empty
Here, the empty setting (combined with the ownership setting) would give the user a personalised list of accounts where they need to launch Qualification agents (or launch workflow containing Qualification agents)
Additional Reading 📚
Learn to save and share filters, making them easy to revisit in just a few clicks
Discover and copy all the views we recommend setting up to supercharge your organisation and work with your agents in clearly organised action lists