With Slintel, you can build filters to find customized data sets, tailor-made for the team’s requirements. You can currently use filters on Leads and Companies.

 

Let’s take a closer look at how you can create these filters for Leads and Companies. We are going to show you how to look for leads and companies with a single filter criterion. If you're looking to search and filter using multiple criteria, read this. 

Leads tab

  1. Log into the Slintel dashboard

  2. Click on the Discover tab on your navigation bar. Once here, click on Leads to toggle the tab to Leads. Here, you will see 30+ filters to choose from including Company Name, Decision-Making power, etc through which you can search for Leads.

  1.  Let’s say you are looking for leads with “CEO” in their Job Title. Click on the filter category “Lead Title” to open up a drop down. From here, type “CEO” in the filter Job Title. 

  1. Once you select the filter, the page will automatically update to show you the results. You can now:

    1. Apply more filters to narrow down your search results

    2. Export this data to a Smart List for further analysis

    3. Export this data to a CSV

    4. Export this data to your preferred CRM 

Company tab

  1. Log into the Slintel dashboard

  2. Click on the Discover tab on your navigation bar. Once here, click on Companies to toggle the tab to Companies. There are 30+ filters to choose from including Industry, Funding, Size, etc through which you can search for Companies. 

  1. Let’s say you’re looking for companies that have an employee size of 500-1000 employees. Click on the Company filter category to reveal a drop down. From here, click on the Company Size filter, and check the “501-1K” option.

  1. Once you select the filter, the page will automatically update to show you the results. You can now:

    1. Click on the View Jobs button to see jobs from your selected companies

    2. Apply more filters to narrow down your search results

    3. Export this data to a Smart List for further analysis

    4. Export this data to a CSV

    5. Export this data to your preferred CRM 

And you’re done!