Find and filter

Use these tools to get to the right people quickly, and to keep track of who does what. None of them send anything.

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Search

Type in Search people. It looks through names, job titles, company names and domains, emails and LinkedIn links.

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Filter the list

Open Filter to narrow what you see. Clear filters resets it. The Stage filter also holds four pills for people who were in touch with a campaign: The last three are only offered when at least one person matches. Read more in Stages. Choosing Not a fit in Stage opens a separate view of people you ruled out. If you see Nobody matches, your filters are too narrow. Choose Clear filters.

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Choose columns and row height

Open Display:

• Columns: Person is always shown. Turn Company, Reason, Source, Stage and Owner on or off.
• Add a column: add Email, Location, Added on or Fit score. Your own field and Write with AI only work while a list is open, because those columns live on the list.
• Rows: Roomy or Compact.

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Save a view

A saved view keeps your filters, search, columns and row height. It doesn’t remember which people you ticked. Open a saved view from the lists menu under Saved views. Shared views carry a Shared label. You can rename or delete your own views.

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Use lists

A list is a group of people you can use as a campaign’s audience. Lists aren’t available on the Free plan. The lists menu has All people, From sources · update on their own, My lists and Saved views. Find a list searches them.

• To add people, tick them and choose Add to list. On a person, it’s in the ⋯ menu.
• To take people out, open the list, tick them and choose Remove from list. They stay in People and in any campaign that is already running, and they won’t be picked up from this list again.
• Make a new list… combines two lists into a new one. The two lists stay as they are.
• The ⋯ menu on an open list holds Rename, Export as CSV…, Enrich this list… and Delete list…. Deleting a list keeps its people. People already in campaigns that used it carry on, and nobody new joins from it.

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Tags

Tags are your own labels. They don’t change anyone’s stage or campaign.

• Several people: tick them, then choose More and Tag…. Type each tag and press Enter, or use Take a tag off. Choose Apply. A tag can have up to 40 characters, and you can apply up to 10 at a time.
• One person: open the full page, choose Details, and use Tag. Remove a tag with its x.

Upper and lower case count as the same tag.

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Owners

An owner is the teammate responsible for a person. It doesn’t change who sends the messages.

• Several people: tick them, open More, and choose a teammate, or Remove owner.
• One person: use Set owner in the panel’s ⋯ menu, or Set owner or Change on the Details tab.

When an invite is accepted or someone replies and the person has no owner, the sender account’s owner becomes their owner.

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Tasks

A task is a reminder to do something about a person. Tasks don’t send anything. A person with no pipeline stage moves to To contact when they get a task. You see Task added. They are now in To contact. To see all tasks, open the board, open its ⋯ menu (Board options) and choose All tasks…. Switch between Mine and Everyone’s, and between Open, Overdue and Done. Tick a task to mark it done or reopen it, and click its row to open the person. A task is overdue once its due day has passed. A task due today stays on Today until the day ends. Tasks marked made from their reply were created when a reply was tagged interested or a meeting request.

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