In this article, you’ll find:
What Are UpLead Filters?
Filters in UpLead are tools that help you narrow down your search results by applying specific criteria to the data you’re seeking. These filters are available for various categories, ranging from contact names and job titles to company locations, technologies, and funding amounts.
By applying different filters, you can create more targeted searches and find contacts and companies that are relevant to your sales or marketing efforts.
Key Filters You Can Use on UpLead
UpLead offers several key filter categories that allow you to define your search parameters and find exactly what you’re looking for. Here’s a breakdown of the most important ones:
1. Quick Filter
The Quick Filter allows you to quickly add a contact, company, or URL to your search directly from the search criteria panel.
Simply enter a name, keyword, company name, or URL into the Quick Filter search field. UpLead will automatically detect the type of information you’re entering and provide the appropriate option.
Contact: When you enter a name or keyword and select Contact, UpLead adds it as a Name or Title filter.
Company: When you select Company, UpLead adds the entered term as a Company Name filter.
URL: When you enter a website URL, UpLead automatically detects it as a URL and displays the Add as URL option. Selecting this option adds the URL to your search criteria.
For example, if you enter "John" into the Quick Filter, you can select Contact to add "John" as a contact name or title filter, or select Company to search for companies containing "John" in their name.
If you enter a URL such as "google.com", UpLead automatically recognizes it as a URL and displays the Add as URL option.
The Quick Filter is especially useful when you already know the specific person, company, or website you want to search for and want to quickly add it to your search criteria without manually navigating through the individual filter categories.
2. Name or Title
Job Title: Filter contacts based on specific job titles (e.g., CEO, Marketing Director, Sales Manager).
Contact Name: Search by contact name using either "includes" or "exact match."
Job Function: Filter by broader roles such as Marketing, Sales, or Engineering.
Each Job Function contains Job Subfunctions, which can be accessed by clicking the downward-facing arrow. This allows for more granular targeting within broader functions.
Management Level: Narrow your search to different levels of decision-makers, such as C-Level, VP, Director, or Manager.
Contact Skills: Search for contacts based on specific skills they possess, such as "Sales," "Python," or "Public Speaking."
These filters help you identify people in key roles at companies who are likely to be decision-makers or have influence within their organization.
3. Location
Country, Region, State, City, County, Zip Code: Filter by location at various levels.
Metro Area: Target specific metropolitan areas for more precise geographic filtering.
Upload Lists: You can upload lists of states or zip codes to expand your search efficiently.
This filter helps you find contacts within the geographical area you are targeting.
4. By Company
Company Name: Target contacts at specific companies.
Company URL: Search by the company’s website URL.
Upload a URL List: Upload a list of company URLs to focus on specific businesses or industries.
These company-based filters are ideal if you’re looking to target specific accounts or industries for B2B sales.
5. Industry
Industry Category: Filter by broad industry categories, such as Technology, Healthcare, or Finance.
Each Industry Category has subcategories that can be expanded using the arrow on the left for more precision.
Industry Name: Filter using industry names based on the NAICS naming convention, allowing for standardized industry classification.
Industry Tags: Use broader industry classifications when you want to perform wider-scope searches.
SIC Code and NAICS Code: Use standardized industry classification codes to refine your search to companies within a specific industry sector.
These filters are useful for businesses that want to connect with professionals in a particular industry or sector.
6. Type of Business
Public, Private, Government, Nonprofit: Refine your search by company structure.
Fortune Ranking: Filter by Fortune rankings, such as targeting Fortune 100, Fortune 500, or Fortune 1000 companies.
Show Only Subsidiaries: When expanding By Type, you can select the checkbox to display only subsidiary companies, excluding headquarters or parent entities.
These filters are useful if your product or service is best suited for a particular type of business or organizational structure.
7. Employees
Company Size by Employee Count: Filter by the number of employees a company has, from small businesses with fewer than 50 employees to large corporations with 10,000+ employees.
This helps you focus your search based on the scale of the organization, allowing you to tailor your outreach to small, medium, or large enterprises.
8. Revenue
Annual Revenue Range: Filter companies by their annual revenue, whether you’re looking for small businesses under $1 million or large corporations with revenues over $1 billion.
This filter is useful for businesses looking to target companies within specific revenue ranges.
9. Technologies
Currently Using: Filter companies based on the technologies they are currently using, whether that’s CRM tools, cloud services, or other enterprise software.
This is particularly useful for identifying potential clients who use competing or complementary technologies.
10. Funding
Total Funding Raised: Filter companies based on the amount of funding they have raised, which can indicate their growth stage or expansion phase.
This filter is valuable for targeting startups or companies that have recently raised funding and may be entering a period of growth or expansion.
11. Other Filters
Presence of Social Links: Filter contacts who have associated social media profiles, such as LinkedIn or Twitter.
Year Founded: Filter companies based on their founding year to target startups, newer businesses, or more established companies.
These filters can be used as additional criteria to further refine your search.
How to Use Facet Filters for Advanced Searches
UpLead’s facet filtering system allows you to apply multiple filters simultaneously to refine your search results. By combining different filters, you can create highly targeted lists that match your ideal customer profile.
For example, you can search for Marketing Directors (Job Title) in the Healthcare industry (Industry Category) located in the Greater New York City area (Metro Area) and working at companies with over 500 employees (Employees).
By combining multiple filters, you can narrow your search to contacts who meet several specific criteria, helping you create more targeted prospect lists for your sales and marketing efforts.
Key Considerations
Use the Quick Filter: Use the Quick Filter when you already know a contact name, company name, or company URL and want to quickly add it to your search criteria.
Use Job Subfunctions: Utilize the expandable job subfunctions within each job function for more precise targeting.
Leverage Contact Skills: Incorporate specific skills to identify contacts with particular expertise.
Upload Location Lists: Uploading lists of states or zip codes can streamline your geographic targeting.
Expand Industry Categories: Use the expandable industry subcategories for more detailed industry segmentation.
Understand Industry Classifications: Differentiate between NAICS-based industry names for standardized classification and broader industry tags for wider searches.
Target Subsidiaries: Use the "Show Only Subsidiaries" option to focus on branch offices or subsidiary companies.
Combine Multiple Filters: Use multiple filter categories together to create searches that more closely match your ideal customer profile.
Next Steps
Still need help? Contact UpLead Support for assistance.