Home C2 - Prospects 2.4 Filtering and segments

2.4 Filtering and segments

Last updated on Nov 13, 2026

Filter groups

02 prospects

The Prospects screen organizes filters into groups:

STATUS & ASSIGNMENT

  • Owner — who the prospect belongs to.
  • Status — the prospect's current state.
  • Campaign — which campaign(s) the prospect is in.

ACTIVITY

  • Contacted — whether PersistIQ has emailed them.
  • Imported From — the source of the record.
  • Opted Out — prospects who unsubscribed.
  • Bounced — prospects whose emails failed.
  • Replied — prospects who answered.
  • Opened — prospects who opened at least one email.

ENGAGEMENT

  • Tag — filter by tags you've applied.
  • Limit — cap the result set size.
  • Messages Sent / Opens / Clicks / Replies — engagement counts.
  • Calls Completed — call activity logged.
  • Last Contacted — recency of the last touch.

FIELDS

  • email, company, industry, name, title, phone, city, state, address, website
  • Snippet, Snippet 2, Snippet 3, Snippet 4

CUSTOM FIELDS

Any custom fields your account defines appear as their own filter group.

Saving and reusing lists

Combine filters to build the working lists you reuse daily — e.g. "Owner = me, Replied = no, Last Contacted > 7 days" for follow-up candidates.

[CONFIRM: named/segment saving behavior in the current UI]