Miscellaneous Filters

Article author
Sarah Malone
  • Updated

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.

 
Filter Types

Apollo divides all Filters into 6 main categories: Settings Filters, Person Info, Company Info, Engagement Activity, and Miscellaneous.

Refer to the sections below to find out more about how to access and search with Miscellaneous Filters.

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Access Miscellaneous Filters

Launch Apollo, click Search in the navbar, and then click People or Companies.

People or Companies Search

Click Show More Filters.

Show More Filters

In the Filters modal, scroll to Miscellaneous Filters.

Created Source Filters

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.

Apply Filters

 
Company Vs. People Search

Please note, the Filters below are split into 2 sections—the Miscellaneous Filters available on the People page and the Miscellaneous Filters available on the Companies page.

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Miscellaneous Contact Filters

Refer to the sections below to find out more about how to access and search with Miscellaneous Filters from the People page.

Email/Status Confidence

You can filter by Email/Status Confidence. This means that you can target contacts in Apollo based on the verification status of their email. The verification status is classified into 3 main types: "Verified", "Guessed", and "No Email".

 
Email/Status Confidence

Please note, this Filter is only applicable to Saved contacts. If you search for Net New contacts with this Filter, Apollo will not return results.

To filter by Email/Status Confidence, expand the Email/Status Confidence accordion.

Email/Status Confidence Filter

Click the checkboxes of the Email Status type(s) that you want to include.

Enable Email Status Type

 
Pending Verification

Please note, if you select the "Pending" checkbox, you can include the contacts that you requested from Apollo, but are still undergoing the email validation process. When the process is complete, Apollo displays the correct status for those emails. You can monitor the pending verification process from the Settings page. First, launch Apollo and click Settings. Then, click Data Request History to view your pending verifications. Data Request History

You can also select the confidence level for guessed emails. Scroll to Confidence Level (%) and click the percentage ranges of your choice.

Confidence Level

To delete all email status Filters, click the X.

Delete all Email Filters

 
Email Verification Accuracy

Please note, when you save a contact, Apollo runs a validation check to verify the email address and provide the most accurate status it can find. However, Apollo collects data from public resources, so there is still a chance that a verified email can be inaccurate. At Apollo, verified emails maintain an email match rate of 75% and an accuracy rate of more than 90%. For more information about the Apollo email verification process, please refer to the How do Data Requests Work? article.

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Phone/Status Confidence

You can filter by Phone/Status Confidence. This means that you can target contacts based on the type and status of their phone numbers.

 
Phone/Status Confidence

Please note, this Filter is only applicable to Saved contacts. If you search for Net New contacts with this Filter, Apollo will not return results.

To filter by Phone/Status Confidence, expand the accordion.

Phone/Status Confidence filter

Click the drop-down for Contact has a Phone Number and select Yes or No.

Contact Phone Number Drop-Down

Click the checkboxes to choose the Phone Number Type.

Phone Number Type

Click the checkboxes to choose the Phone Number Status.

Phone Number Status

 
Phone Number Verification Accuracy

Please note, when you save a contact, Apollo runs a validation check to verify the phone number and provide the most accurate status it can find. However, Apollo collects data from public resources, so there is still a chance that a verified number can be inaccurate. At Apollo, verified phone numbers maintain an accuracy rate of 60%.

To delete all Phone/Status Confidence filters, click the X.

Delete all Phone Filters

Contact Salesforce View

You can filter by Contact Salesforce View. This means that you can find specific contacts or leads in Apollo that you have segmented from a particular List View within your Salesforce account. For example: "bulk SMS contacts," "recently viewed contacts," "all open leads," or "today's leads."

 
Salesforce Integration

Please note, to access Salesforce Views you need to link your Salesforce account. For more information about Salesforce Settings, refer to the Learn About Salesforce Integration Settings article.

To filter by Contact Salesforce View, expand the accordion.

Account Salesforce View Filter

Click the View Type drop-down, then click either Lead View or Contact View.

View Type Drop-Down

Click the Salesforce View drop-down and then, click the view option that you want.

Salesforce View Drop-Down

 
Salesforce View

Please note, you can only select one Salesforce View at a time. If you click the Salesforce View drop-down and choose another option, Apollo will overwrite the View that you previously selected.

To delete a Salesforce View, click either X.

Delete Salesforce View

 
Salesforce Filters

Please note, if you use Salesforce Filters, Apollo disables other Filters. Salesforce Filters may also slow search performance. For more information about Salesforce Views, refer to the Filtering with Salesforce Views article.

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Parent Accounts

You can filter by Parent Accounts. This means that you can target the contacts in the specific accounts for which you have set up parent and child relationships.

 
Parent and Child Accounts

For more information about how to view account hierarchy and assign parent accounts, refer to the View and Edit the Account Hierarchy of Saved Accounts in Apollo article.

To filter by Parent Accounts, expand the accordion.

Parent Accounts

Click the Include Parent Accounts drop-down, then scroll through the options or type the account name in the Search bar. Click the Parent Accounts of your choice.

Add Parent Accounts

Click the Exclude Parent Accounts drop-down, then scroll through the options or type the account name in the Search bar. Click the Parent Accounts that you want to exclude.

Exclude Parent Accounts

 
Parent Accounts

Please note, there is no limit to the amount of Parent Accounts that you can include or exclude.

To remove a Parent Account, click on the Parent Account name in either the include or exclude Search bar.

Delete Parent Account

To delete all Parent Accounts, click either X.

Delete All Parent Accounts

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Synced to Salesforce

If you have integrated your Salesforce account with Apollo, you can filter by the contacts that you have synced to Salesforce. This means that you can target the specific contacts that you have saved in both platforms.

 
Salesforce Synchronization

For more information about how to set restrictions on the contacts that you automatically sync to Salesforce, refer to the Sync Contacts to Salesforce at Specific Stages article.

For more information about bi-directional synchronization between Apollo and Salesforce in general, refer to the Bi-Directional Sync Overview article.

To filter by the contacts that you have Synced to Salesforce, expand the accordion.

Synced to Salesforce Filter

Click the Yes or No checkbox.

Enable Salesforce Filter

 
Filter Restriction

Please note, this Salesforce Filter is currently only available from the People page.

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Synced to HubSpot

If you have integrated your HubSpot account with Apollo, you can filter by the contacts that you have synced to HubSpot. This means that you can target the specific contacts that you have saved in both platforms.

 
HubSpot Synchronization

For more information about how to integrate HubSpot with Apollo, refer to the HubSpot Integration articles.

For more information about bi-directional synchronization between Apollo and HubSpot in general, refer to the Bi-Directional Sync Overview article.

To filter by the contacts that you have Synced to HubSpot, expand the accordion.

Synced to HubSpot Filter

Click the Yes or No checkbox.

Enable HubSpot Filter

 
Filter Restriction

Please note, this HubSpot Filter is currently only available from the People page.

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Miscellaneous Account Filters

Refer to the sections below to find out more about how to access and search with Miscellaneous Filters from the Companies Search page.

Account Salesforce View

You can filter by Account Salesforce View. This means that you can find the accounts in Apollo that you have segmented from a particular List View within Salesforce. For example: "new this week," "recently viewed accounts," or "all accounts."

 
Salesforce Integration

Please note, to access Salesforce Views you need to link your Salesforce account. For more information about Salesforce Settings, refer to the Learn About Salesforce Integration Settings article.

To filter by Account Salesforce View, expand the accordion.

Account Salesforce View Filter

Click the Salesforce View drop-down and then, click the view option that you want.

Salesforce View Drop-Down

 
Salesforce View

Please note, you can only select one Salesforce View at a time. If you click the drop-down and choose another option, Apollo will overwrite the Salesforce View that you previously selected.

To delete a Salesforce View, click either X.

Delete Salesforce View

 
Salesforce Filters

Please note, if you use Salesforce Filters, Apollo disables other Filters. They may also slow search performance. For more information about Salesforce Views, refer to the Filtering with Salesforce Views article.

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Parent Accounts

You can filter by Parent Accounts. This means that you can target the accounts for which you have set up parent and child relationships.

 
Parent and Child Accounts

For more information about how to configure and search for Parent Accounts, refer to the Parent and Child Accounts article.

To filter by Parent Accounts, expand the accordion.

Parent Accounts Filter

Click the Include Parent Accounts drop-down. Then, scroll through the options or type the account name in the Search bar. Click the Parent Accounts of your choice. There is no limit to the amount of Parent Accounts that you can include.

Add Parent Accounts

Click the Exclude Parent Accounts drop-down. Then, scroll through the options or type the account name in the Search bar. Click the Parent Accounts that you want to exclude. There is no limit to the amount of Parent Accounts that you can exclude.

Exclude Parent Accounts

To remove a Parent Account, click on the Parent Account name in either the include or exclude Search bar.

Delete Parent Account

To delete all Parent Accounts, click either X.

Delete All Parent Accounts

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Lookalike Accounts

You can filter by Lookalike Accounts. This means that you can target all companies with similar industries and keywords to your ideal accounts.

To filter by Lookalike Accounts, expand the accordion.

Lookalike Account Filter

Click the Enter Companies drop-down and scroll through the options or type the company name in the Search bar.

Enter Lookalike Accounts

There is no limit to the amount of Lookalike Companies that you can select. When you click the companies of your choice, they appear in the Search bar.

Lookalike Companies

To remove a Lookalike Account, click on the company name in the Search bar.

Delete Lookalike Account

To delete all Lookalike Accounts, click either X.

Delete All Parent Accounts

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