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All CollectionsSegmentation
Guide for Advanced Filters
Guide for Advanced Filters
J
Written by James Kleinig
Updated over a month ago


Improved filters for better segmenting

  • We've introduced a new approach to filtering to support more advanced combinations of filters for deeper segmenting and analysis of contacts and companies.

  • We’ve also included AND / OR operators for added flexibility in filtering.

  • All existing filters in Nexl have been matched in this new filtering capability and more filtering options will be added in the future to support advanced segmentation of management of contacts.

  • We’ve also included the ability to filter by Key Contacts, Created Date and List Membership.

  • Custom fields on Contacts and Companies that have been added to Nexl are also included in these filters

  • Initially available on the All Contacts list, we will gradually introduce advanced filters throughout the platform, with My Contacts, All Companies, and Workspace lists.

  • There are no permission controls on this feature, so the same filters will be visible to all user roles.

Impact on Nexl users

The filters in All Contacts will look different, but it’s a good different

Filtering in Nexl before Advanced Filers

Filtering in Nexl after Advanced Filters


Configuration Instructions

There are no configuration options for advanced filters at this stage.

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