How to Use Filters in LeadDelta
In order to find the specific connection(s) easily, you will be able to use LeadDelta Filters.
There are two different types of filters:
You can enter the specific criteria or filter by multiple entries:
Company - Search field where you would need to enter the name or part of the Company name you want to get the connections for
Headline - Search field where you would need to enter the name or part of the Headline you want to get the connections for
Location - Search field where you would need to enter the name or part of the Location you want to get the connections for. LeadDelta is searching both through the Country and what the connection chose for the Location, e.g. United States + San Francisco
Job Title - Search field where you would need to enter the the name or the keyword for the Job Title you want to get the connections for
Note Search - Gives you the option to search notes by keyword or the exact match.
the Filter section will get expanded where you can choose to filter by:
Shared connections- In case you share connections with someone else in the team
Date Connected - Filter connections based on the date you've connected with them. You can choose the exact date or the date range in the calendar.
Last Messaged Date - Filter connections based on the last time you've been in touch with them. You can choose the exact date or the date range in the calendar. You can also filter by the incoming/outgoing messages, and if you're a part of the bigger team, you can filter the messages by the message owner.
Hidden Connections - Options: No (default), Yes, All - filtering just the hidden connections, the ones that are not hidden or all
Date of Birth - filter connections based on their birthdate. You can select the date range in the calendar
Languages - Filter connections based on the language they communicate in. Once the connections are updated, you will be able to see all available languages. More information at the end of this article.
Contact Info - All (deafult), With Contact Info, Without Contact Info- filtering connections with or without contact information
Industry - dropdown with the list of all the industries - filtering the connections that have the selected industry attached
No. of Followers - filter connections based on their follower count. You can type the minimum or the maximum number of followers a connection has for them to be included in the search
Tags - dropdown with the list of Tags and option to search for the specific Tag and filter the connections that have the selected tags applied. Tags are working based on the AND/OR logic so you can chose between those two terms when using this filter.
AND- showing the connections that have both tags applied
OR- showing the connections that have one or the other tag applied
Note that the first option in a dropdown is No Tags and once selected, LeadDelta is presenting only the Connections that do not have any Tag applied.
Exclude Tag - dropdown with the list of Tags - once selected, you will get to be presented with the Connections that do not contain the selected tags. Note that the Tags you selected in the Tags dropdown are not shown in Exclude Tag dropdown and viceversa.
Note - All (default), Yes, No - filtering just the connections with the note, without the note and all connections.
You have an option to Clear Filters by clicking on Clear Filters option or to Save Filters if you want to use the same ones more often. Once you apply the filters, click on the Save Filters button, name the search and you can re-run the same combination every time you need to find those connections.
The option to delete saved filters will be re-introduced in the next version.
The number of active filters will also appear on the Filters button.
Are you having problems finding the right connections? Maybe not all of those are updated so far.
Please watch this quick video to learn more:
Thanks,
Your LeadDelta team
P.S. Growing a business is hard. We try to make it a bit easier, here.
There are two different types of filters:
* Input Filters:
You can enter the specific criteria or filter by multiple entries:
Company - Search field where you would need to enter the name or part of the Company name you want to get the connections for
Headline - Search field where you would need to enter the name or part of the Headline you want to get the connections for
Location - Search field where you would need to enter the name or part of the Location you want to get the connections for. LeadDelta is searching both through the Country and what the connection chose for the Location, e.g. United States + San Francisco
Job Title - Search field where you would need to enter the the name or the keyword for the Job Title you want to get the connections for
Note Search - Gives you the option to search notes by keyword or the exact match.
* Action Based Filters:
the Filter section will get expanded where you can choose to filter by:
Shared connections- In case you share connections with someone else in the team
Date Connected - Filter connections based on the date you've connected with them. You can choose the exact date or the date range in the calendar.
Last Messaged Date - Filter connections based on the last time you've been in touch with them. You can choose the exact date or the date range in the calendar. You can also filter by the incoming/outgoing messages, and if you're a part of the bigger team, you can filter the messages by the message owner.
Hidden Connections - Options: No (default), Yes, All - filtering just the hidden connections, the ones that are not hidden or all
Date of Birth - filter connections based on their birthdate. You can select the date range in the calendar
Languages - Filter connections based on the language they communicate in. Once the connections are updated, you will be able to see all available languages. More information at the end of this article.
Contact Info - All (deafult), With Contact Info, Without Contact Info- filtering connections with or without contact information
Industry - dropdown with the list of all the industries - filtering the connections that have the selected industry attached
No. of Followers - filter connections based on their follower count. You can type the minimum or the maximum number of followers a connection has for them to be included in the search
Tags - dropdown with the list of Tags and option to search for the specific Tag and filter the connections that have the selected tags applied. Tags are working based on the AND/OR logic so you can chose between those two terms when using this filter.
AND- showing the connections that have both tags applied
OR- showing the connections that have one or the other tag applied
Note that the first option in a dropdown is No Tags and once selected, LeadDelta is presenting only the Connections that do not have any Tag applied.
Exclude Tag - dropdown with the list of Tags - once selected, you will get to be presented with the Connections that do not contain the selected tags. Note that the Tags you selected in the Tags dropdown are not shown in Exclude Tag dropdown and viceversa.
Note - All (default), Yes, No - filtering just the connections with the note, without the note and all connections.
You have an option to Clear Filters by clicking on Clear Filters option or to Save Filters if you want to use the same ones more often. Once you apply the filters, click on the Save Filters button, name the search and you can re-run the same combination every time you need to find those connections.
The option to delete saved filters will be re-introduced in the next version.
The number of active filters will also appear on the Filters button.
Are you having problems finding the right connections? Maybe not all of those are updated so far.
Please watch this quick video to learn more:
Thanks,
Your LeadDelta team
P.S. Growing a business is hard. We try to make it a bit easier, here.
Updated on: 24/09/2024
Thank you!