Overview
Filters allow you to include or exclude specific subsets of data when you search for new Contacts or Accounts in Apollo. This helps you to better segment and personalize your team's approach so that you can find and engage with the right contacts at the right time.
You can access many types of Filters in Apollo.
Apollo divides all Filters into 6 main categories: Settings Filters, Person Info, Company Info, Engagement Activity, Created Source, and Miscellaneous.
Refer to the sections below to find out more about how to access and prospect with Created Source Filters.
Access Created Source Filters
Launch Apollo, click Search in the navbar, and then click People or Companies.
Click Show More Filters.
In the Filters modal, scroll to Created Source.
Refer to the sections below for further details about each Filter. When you have selected all the Filters you need and are ready to search, click Apply Filters.
Please note, there are some slight differences between the Created Source Filters available on the Company and People search pages. The Source Filter is available on both pages. The Account CSV Import and Account Created Date Filters are only available from the Companies search page. The Contact CSV Import, Contact Data Request, and Contact Created Date Filters are only available from the People search page.
Source
You can filter by Source. This means that you can segment a search by the manner in which the Contact or Account was added to Apollo such as imported from Salesforce, uploaded manually, or requested from Apollo.
To filter by Source, expand the accordion.
Click the checkboxes to select the Source type(s) that you want to include. There is no limit to the number of Sources that you can enable.
If you need to remove all Sources, click the X.
Contact CSV Import
You can filter by Contact CSV Import. This means that you can target the ideal contacts from the specific list(s) that you previously uploaded to Apollo.
To filter by Contact CSV Import, expand the accordion.
Click the checkboxes to select the CSV files that you want to include. There is no limit to the number of files that you can enable in a search.
If you need to remove all selected CSV files, click the X.
If you want to view more detailed information about your CSV imports, click the here link.
For more information about how to upload and search for imported CSVs, refer to Upload a CSV of Contacts to Apollo.
Account CSV Import
You can filter by Account CSV Import. This means that you can target the ideal accounts from the specific list(s) that you previously uploaded to Apollo.
To filter by Account CSV Import, expand the accordion.
Click the checkboxes to select the CSV files that you want to include. There is no limit to the number of files that you can enable in a search.
If you need to remove all selected CSV files, click the X.
If you would like to view more detailed information about your CSV imports, click the here link.
For more information about how to upload and search for imported CSVs, refer to Upload a CSV of Accounts to Apollo.
Contact Data Request
You can filter by Contact Data Request. This means that you can target the contacts that were requested and purchased in a particular batch, from a certain date.
To filter by Contact Data Request, expand the accordion.
Click the Data Request drop-down and select the requests that you want to add to the search. You can add as many requests as needed.
The field that you select appears as follows:
To include all Contact Data Requests, click the Data Request drop-down. Then, click Any Data Request.
To remove a Contact Data Request, click on the title in the Search bar.
To delete all Contact Data Requests, click either X.
Contact Created Date
You can filter by Contact Created Date. This means that you can target specific contacts that you added to Apollo within a certain period.
To filter by Contact Created Date, expand the accordion.
Click the From and To fields and use the calendar to select a date range.
Click the Timeframe tab on the calendar to filter by timeframe.
Click the drop-down options to set the timeframe. Then, click Apply.
To delete the date or timeframe, click the X.
Account Created Date
You can filter by Account Created Date. This means that you can target specific accounts that you added to Apollo within a certain period.
To filter by Account Created Date, expand the accordion.
Click the From and To fields and use the calendar to set the date range.
Click the Timeframe tab on the calendar to filter by timeframe.
Click the drop-down options to set the timeframe. Then, click Apply.
To delete the date or timeframe, click the X.