With the Filters feature, you can organize the contacts and accounts in your account exactly the way your team works, by sales rep, tag, score, target account status, and more. Filters make it easy to quickly narrow down your lists so you're always looking at the right group of contacts or accounts.

This feature works the same way in both Marketing Station and Sales Station, under Accounts or Contacts.

Accessing Filters

In either Marketing Station or Sales Station, go to Accounts or Contacts, then select the drop-down arrow next to the page name.

You'll see your standard views first (All Accounts, Prospects & Leads, Target Accounts), followed by any custom saved views under My Views, including those shared with you by your team.

From here, you can select Save as new view... to create a new saved view, or Manage views... to edit or remove existing ones.

Creating a New Filter

To build a new filter, select the filter button to the left of the views selector.

Select + Add filter to choose what you'd like to filter by:

Label
Sales Rep
Tag
Score
Target Account

Each filter type gives you flexible conditions to work with:

Label, Sales Rep, and Tag - choose "is any of" or "is not any of," then select one or more values.
Score - choose "is," "is greater than," "is less than," or "is between," then enter a specific number or select High, Medium, or Low.
Target Account - choose Yes or No.

You can stack as many filter conditions as you need.

Combining Multiple Filters

When you add more than one filter, choose how they should work together:

AND - narrows results to records that meet all conditions.
OR - returns a broader, more targeted list matching any of the conditions.

Filters combined with AND or OR groupings

Saving a Filter as a View

Once your filter is set up the way you want, select Save as... to save it as a reusable view.

Give your view a name, then decide whether to keep it private or share it:

Leave "Share with team" unchecked to keep the view private to your account.
Check "Share with team" so everyone on your account can see and apply the view. Only you can edit it.

Managing Views

Select Manage views from the views drop-down to see all views shared with your team.

From here, you can edit or remove saved views. You can only remove views that you created yourself.

How We Suggest You Use It

Filters are most useful when you build views around how your team actually segments accounts, rather than for one-off searches. A few ways to get the most out of them:

Create shared views for lists your whole team references regularly, like "Target Accounts by Sales Rep" or "High-Score Leads," so everyone is working from the same definitions.
Use AND when you need a precise, narrow list, for example, Target Accounts that are also High score. Use OR when you want a broader net, like contacts tagged AdConnect or labelled Prospect.
Keep private views for personal workflows (such as your own contacts lists), and reserve shared views for lists that should remain consistent across your team.
Revisit Manage views periodically to clean up outdated filters, so your team's view list stays easy to navigate.