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Answers & Best Practices

Filtering the Accounts Table

To better analyze your accounts use the filter button and the multiple sorting options available to you.

  1. To access the accounts filter, select the Accounts tab from your left hand side navigation panel.
  2. Next, select the Filter icon to open the filter table.
  3. Now, choose your filter and sorting options and then click on FILTER to generate results. Selecting enter/return on your keyboard will not generate results, you always have to select FILTER.
  4. Save commonly used filters for quick access on your accounts table. Simply create the filters and select Save as New Tab.

The following filters are available. If multiple filters are used in the same search only accounts that meet all filter criteria will appear in the results.

Main Filters

FilterDescription
NameFilters for account names or accounts that contain a similar word
TypeFilters between accounts only, leads only, or both
Account Pipeline StatusFilters for accounts that belong in a specific status on the accounts pipeline
Account Owned ByFilters for accounts owned by a specific user or users
Shared WithFilters for accounts who’s ownership has been shared with a specific user or users
AssignedFilters for accounts that have unspecified ownership or accounts without an owner
Created BetweenFilters for accounts created between the specified date range
In ListFilters for accounts that belong to a particular list or lists
Not in ListFilters for accounts that do not belong in the specified list or lists
Active StatusFilters for Active accounts, Inactive accounts, or both. The Accounts page displays Active accounts only by default
Sales LockFilters for accounts that have sales lock enabled or disabled
Target AccountFilters for accounts that have or have not been designated as Target Accounts
Fair GameFilters for accounts that are Fair Game
Has Credit CardFilters for accounts that do or do not have a credit card on file
Has Account TagFilters for accounts that have a specific tag or tags applied to them. Clicking the button at the right end of this filter brings up a list of all tags.
AgencyFilters for accounts that are represented by a specific Agency
Comp SubscriptionFilters for Accounts that have Comp Subscriptions
Custom FieldsAccount specific Custom Fields that have been set up in your account will appear at the bottom of the filters list.

Sales

FilterDescription
Product TypeFilters for accounts that have purchased line items that belong to a specific Product Type
ProductFilters for accounts that have purchased a particular Product or Products
IssueFilters for accounts that have purchased a specific issue or issues. For issue-based products only
PlacementFilters for accounts that have purchased a specific placement
Pipeline StatusFilters for accounts that have an open deal in a specific pipeline status
Has Past Due InvoiceFilters for accounts that have overdue invoices
Last Signed ContractFilters for accounts that last signed a contract in the specified date range
Last InsertionFilters for the accounts whose last line item is running in the specified date range
Not Activity ForFilters for accounts that have not had activity for a time period between one week to three years or accounts with no activity at all

Primary Address

FilterDescription
CityFilters for accounts located in the city specified
StateFilters for accounts located in the state specified
ZipFilters for accounts in the zip code specified
CountryFilters for accounts in the country specified

Contacts

FilterDescription
First NameFilters for accounts that contain a contact with specified first name
Last NameFilters for accounts that contain a contact with specified last name
TitleFilters for accounts that contain a contact whose title matches the search criteria
StateFilters for accounts that contain a contact or contacts whose state matches the search criteria
CountryFilters for accounts that contain a contact or contacts whose country matches the search criteria
Contact Pipeline StatusFilters for accounts that contain a contact or contacts who have been assigned a particular pipeline status
Contact in ListFilters for accounts that contain a contact that belongs to a specific list
Contact Not in ListFilters for accounts that contain a contact that does not belong to a specific list
Account or Contact in ListFilters for accounts that belong to a specific list or accounts that contain a contact that belongs to a specific list
Account or Contact Not in ListFilters for accounts that do not belong to a specific list or accounts that contain a contact that does not belong to a specific list
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