How do I filter accounts?
Last updated about 9 years ago
To filter accounts, everything you need can be accessed in the search area on the left-hand side.
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The following filters are available:
The following filters are available:
- account_id - the Salesforce Account ID
- account_name - the Salesforce Account Name
- account_phone - the account phone number
- campaign - the Salesforce ID of the campaign you'd like to find accounts for
- name - filter by the name of the account
- billing_city - account city
- billing_state_province - account state
- closed_opportunity - search "true" to only view closed opportunities
- won_opportunity - search 'true' to only view won opportunities
- open_opportunity - search 'true' to only view currently open opportunities
- lost_opportunity - search 'true' to view lost opportunities
- max_bed_count - enter a number to only view accounts with less beds than that
- min_bed_count - enter a number to only view accounts with more beds than that
- max_biopsy_procedures - enter a number to only view accounts with less biopsies than that
- min_biopsy_procedures - enter a number to only accounts with more biopsies than that
- site_visit - search 'true' to only view accounts that have received a site visit
- demo - search 'true' to view accounts that have received a demo
- superdimension - search 'true' to only view accounts that are part of a Superdimension campaign