Filtering Companies and Contacts on Seamless.AI Dynamic Layout

A step-by-step guide to filtering companies and contacts using Seamless.AI's new Dynamic Layout. Refine your search results, apply filters for targeted insights, and streamline your workflow by preparing data for export to your CRM or downloading to a CSV file.

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How to Filter on the My Contacts and My Companies Pages

After completing a search and clicking Find on desired contacts or companies, they will be automatically saved to the My Contacts or My Companies pages, respectively. From these pages you will be able to apply filters to modify the contacts or companies you are viewing.

Applying filters can support a more streamlined workflow as the first step to importing to your CRM, downloading to a CSV file, and viewing more explicit contacts/companies. 

Navigate to the My Contacts page or the My Companies page through the left side panel to begin applying filtering 

Filtering Views by Columns 

Your contacts and companies will be displayed in a dynamic table layout, allowing you to modify and filter your display based on desired columns. 

Select the drop down arrow of a column to filter and show results in your desired view. Depending on the column, you may be able to display results alphabetically, numerically, based on specific contents (like location, titles, or companies), or specific ranges. 

Suggested Practices:

• Filter contacts alphabetically by Company to view all contacts at a specific company in an easy view. 
• View contacts that work in specific Departments, through selecting desired departments. 
• Sort Companies on My Companies alphabetically for easy tracking and viewing.

Using the Filter Funnel 

You also have the capability to apply multiple filters to narrow down your contacts or companies to target what you really need. Filtering down to target contacts or companies is also an important step prior to importing to your CRM or downloading to a CSV file. 

On the My Contacts and My Companies pages, use the Filter Funnel to target results as you need. Apply desired filters to narrow down displayed contacts. 

Applying Total AI Filter on My Contacts tab

Within the My Contacts page, the Total AI Confidence Score filter is also available to apply to further target contacts.

Set your Contact Confidence and AI Threshold range that is best for your company’s outreach needs and industry trends, and specify the email type if desired.
Select from preset ranges, Low, Medium, and High, or use the slider scale to customize the Total AI threshold range.

Save your Total AI Threshold preferences to display the contacts with contact profile information that matches applied filters.

Learn more about Total AI Confidence Scores here. 

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Filter Options for My Contacts

Below are the filters available to apply through the Filter Funnel on the My Contacts page.

(*) - Recommended/Frequently Used Filters to apply to your contacts!

• Name: Filter by an exact name.
• Company Name: Filter to a specific or multiple company names.
• Phone: Filter your contacts to include a company phone, contact phone, mobile phone, or all of the above.
• Company Location: Filter your contacts based on company headquarters location.
• Industry: Filter based on your contact’s industry.
• Employee Size: Filter based on a contact’s company size.
• List (*): Filter your contacts to a specific list(s) that you have been building/working on.
• Enrich Lists: Filter to any lists that you have Enriched.
• Contact Title: Filter your contacts to a specific job title.
• Email (*): Filter your contacts to include a specific email validation, business email, personal email, or all of the above!
• Contact Location: Filter your contacts based on where they are currently located.
• CRM (*): Filter your contacts that have or have not been imported into your CRM, or need attention.
• Autopilot Lists: Filter your contacts to any Autopilot lists that have been conducted.
• Research Date: Filter your contacts to when they were searched with Seamless.AI!
• Job Changes Contacts: You can also filter by contacts with recent job changes using the Enrich with Job Changes. Learn more about this premium product and more ways to Enrich your leads here!

Filter Options for My Companies

Below are the filters available to apply through the Filter Funnel on the My Companies page.

(*) - Recommended/Frequently Used Filters to apply to your companies!

• Company Name: Filter to a specific or multiple company names.
• Annual Revenue: Filter to a company’s revenue range.
• Company Industry: Filter your companies to a specific industry or multiple
• CRM (*): Filter your companies that have or have not been imported into your CRM, or need attention.
• Technologies: Filter your companies to include a specific technology.‍
• List (*): Filter your companies to a specific list (s) that you have been building/working on.