Custom Views

Knowledge Base: Creating New Views in Signals – Complete Filter Guide

Overview

Views in Signals allow you to organize and filter your account data based on specific criteria. You can create custom views to segment your accounts, customers, and prospects according to your business needs.

Accessing the view creation interface

To create a new view:

1. Navigate to the Dashboard
2. Click the "Create View" button in the top navigation bar
3. The "Create filter view" modal will open

View configuration components

1. View name (required)

Field: Text input for naming your view

• Purpose: Give your view a descriptive name to identify it easily
• Description field: Optional text area to explain the purpose and use case of the view

2. Filters – how they work

The Filters section allows you to apply specific criteria to narrow down which accounts appear in your view. Click "EDIT FILTERS" to access all available filtering options.

Filter logic

AND Logic Between Filters:

• When you apply multiple different filter types, accounts must match ALL criteria
• Example: Signals Score (80-100) AND Industry (Healthcare) = Only healthcare accounts with scores 80-100

OR Logic Within Filters:

• Within a single filter, using "Include" on multiple options creates OR logic
• Example: Industry (Include Healthcare, Include Biotechnology) = Accounts in healthcare OR biotechnology

Exclude Functionality:

• Use "Exclude" to remove specific options from results
• Excludes are applied after includes
• Example: Location (Include California, Exclude Los Angeles) = California accounts except those in Los Angeles

Key filters and examples

Signals Score (AI-powered, 0–100 range)

Type: Range filter

• Input: Minimum and maximum numeric values
• Purpose: Filter accounts based on their AI-calculated engagement score derived from site visits, page views, and engagement patterns
• Value Range: Typically 0-100
• Interaction: Works well with Last Visit Date and Site Visits to identify engagement trends

Example Use Cases:

• Hot Leads: Score 80-100 + Last Visit (last 7 days)
• Warming Prospects: Score 50-79 + Site Visits (3-10)
• Re-engagement Candidates: Score 0-49 + Last Visit (30-90 days ago)

Account Owner

Type: Multi-select with search

• Input: Searchable dropdown with Include/Exclude actions
• Options: All team members and email addresses in your organization
• Purpose: Filter by the sales rep or team member assigned to the account

Filter Interactions:

• Combine with Opportunity Status to review pipeline by rep
• Combine with Location for territory-specific views
• Combine with Signals Score to prioritize team member follow-ups

Example Use Cases:

• Personal Pipeline: Account Owner (Include [Your Name]) + Opportunity Status (Exclude Closed Won, Exclude Closed Lost)
• Team Performance: Account Owner (Include Team Members) + Last Visit (last 30 days) + Signals Score (60+)
• Unassigned Prospects: Account Owner (Exclude All) + Company Types (Potential Accounts Only)

Annual Revenue

Type: Range filter

• Input: Minimum and maximum currency values
• Purpose: Filter companies by their annual revenue based on firmographic data

Filter Interactions:

• Combine with Employee Count for precise company size targeting
• Combine with Industry for vertical-specific revenue tiers
• Combine with Signals Score to prioritize high-value opportunities

Example Use Cases:

• Enterprise Focus: Revenue ($50M+) + Employee Count (1000+) + Signals Score (70+)
• Mid-Market Qualified: Revenue ($5M-$50M) + High-Intent Page (Include Pricing) + Last Visit (last 14 days)
• SMB High Volume: Revenue ($0-$5M) + Site Visits (5+) + Company Types (Potential Accounts Only)

Contacts

Type: Range filter

• Input: Minimum and maximum numeric values
• Purpose: Filter by the number of known contacts at each account

Filter Interactions:

• Combine with Account Type to assess relationship depth
• Combine with Opportunity Status to identify under-engaged accounts
• Combine with Last Visit Date to find multi-stakeholder engagement

Example Use Cases:

• Multi-Stakeholder Deals: Contacts (3+) + Opportunity Status (Include Proposal, Include Negotiation)
• Single-Threaded Risk: Contacts (1) + Account Type (Include Customer) + Annual Revenue ($10M+)
• Expansion Opportunities: Contacts (5+) + Last Visit (last 7 days) + Site Visits (15+)

Account Type

Type: Multi-select with Include/Exclude

• Purpose: Filter by account classification or category (Customer, Prospect, Partner, etc.)

Filter Interactions:

• Combine with Last Visit Date to segment engagement by account type
• Combine with Signals Score to prioritize different account categories
• Combine with Revenue for account value stratification

Example Use Cases:

• Customer Engagement: Account Type (Include Customer) + Last Visit (last 30 days) + High-Intent Page (Include Features)
• Partner Activity: Account Type (Include Partner) + Site Visits (10+) + Traffic Source (Include direct)
• Prospect Conversion: Account Type (Include Prospect) + Signals Score (85+) + Contacts (2+)

CRM Record Type

• Type: Multi-select with Include/Exclude
• Purpose: Filter based on CRM system record classification (Lead, Contact, Opportunity, etc.)

Filter Interactions:

• Combine with Opportunity Status for pipeline analysis
• Combine with Account Owner for territory management
• Combine with Last Visit Date to track CRM record engagement

Example Use Cases:

• Lead Qualification: CRM Record Type (Include Lead) + Signals Score (70+) + Site Visits (5+)
• Opportunity Engagement: CRM Record Type (Include Opportunity) + Last Visit (last 7 days) + High-Intent Page (Any)
• Contact Nurture: CRM Record Type (Include Contact) + Last Visit (14-30 days ago) + Previous Engagement (Yes)

Employee Count

• Type: Range filter
• Input: Minimum and maximum numeric values
• Purpose: Filter companies by organization size based on firmographic data

Filter Interactions:

• Combine with Annual Revenue for complete company size picture
• Combine with Industry for sector-specific sizing
• Combine with Location for market-specific company size targeting

Example Use Cases:

• Mid-Market Sweet Spot: Employee Count (200-1000) + Annual Revenue ($10M-$100M) + Signals Score (60+)
• SMB High-Touch: Employee Count (10-50) + Last Visit (last 7 days) + High-Intent Page (Include Pricing, Include Demo)
• Enterprise ABM: Employee Count (5000+) + Industry (Include specific industries) + Account Owner (Include Enterprise Reps)

High-Intent Page

• Type: Multi-select with Include/Exclude
• Purpose: Filter by specific high-value pages visited (pricing, demo, features, product comparison, etc.)

Filter Interactions:

• Combine with Last Visit Date to identify recent intent
• Combine with Site Visits to distinguish browsers from serious buyers
• Combine with Opportunity Status to track deal progression signals

Example Use Cases:

• Buying Committee: High-Intent Page (Include Pricing) + Contacts (3+) + Last Visit (last 7 days)
• Competitive Research: High-Intent Page (Include Comparison, Include Alternatives) + Site Visits (5+) + Signals Score (50+)
• Demo-Ready: High-Intent Page (Include Demo, Include Get Started) + Last Visit (last 3 days) + Account Type (Exclude Customer)

Industry

• Type: Multi-select with search and Include/Exclude
• Options: 100+ industries including Technology, Healthcare, Financial Services, Manufacturing, Education, and many more
• Purpose: Target or exclude specific industry verticals

Filter Interactions:

• Combine with Revenue and Employee Count for ICP matching
• Combine with Location for regional vertical targeting
• Combine with Traffic Campaign to measure vertical campaign effectiveness

Example Use Cases:

• Healthcare Vertical Focus: Industry (Include Healthcare, Include Hospital & Health Care, Include Medical Devices) + Revenue ($20M+) + Signals Score (65+)
• Financial Services Expansion: Industry (Include Banking, Include Financial Services, Include Insurance) + Employee Count (500+) + Last Visit (last 14 days)
• Tech Exclusion: Industry (Exclude Computer Software, Exclude Information Technology) + [Other criteria] (when targeting non-tech buyers)

Last Visit Date

• Type: Date range filter
• Purpose: Filter by when accounts last visited your website

Filter Interactions:

• Combine with Signals Score to prioritize timing and intent
• Combine with Site Visits to identify engagement frequency
• Combine with High-Intent Page to catch buying signals

Example Use Cases:

• Hot Now: Last Visit (today or yesterday) + High-Intent Page (Any) + Signals Score (75+)
• Weekly Follow-up: Last Visit (last 7 days) + Account Owner (Include [Your Name]) + Opportunity Status (Exclude Closed)
• Re-engagement Campaign: Last Visit (30-60 days ago) + Previous Engagement (Yes) + Account Type (Include Customer, Include Prospect)
• Dormant Nurture: Last Visit (90+ days ago) + Contacts (2+) + Annual Revenue ($5M+)

Location

• Type: Multi-select with search and Include/Exclude
• Purpose: Filter by geographic location (country, state/province, city)

Filter Interactions:

• Combine with Account Owner for territory alignment verification
• Combine with Industry for regional vertical analysis
• Combine with Revenue for market-specific opportunity sizing

Example Use Cases:

• West Coast Territory: Location (Include California, Include Oregon, Include Washington) + Account Owner (Include Territory Rep) + Signals Score (60+)
• EU Expansion: Location (Include United Kingdom, Include Germany, Include France) + Employee Count (500+) + Last Visit (last 30 days)
• Regional Campaign: Location (Include specific cities) + Traffic Campaign (Include Regional Campaign Name) + High-Intent Page (Any)

Opportunity Status

• Type: Multi-select with Include/Exclude
• Purpose: Filter by sales pipeline stage (Prospecting, Qualification, Proposal, Negotiation, Closed Won, Closed Lost)

Filter Interactions:

• Combine with Last Visit Date to monitor deal engagement
• Combine with High-Intent Page to track buying signals by stage
• Combine with Contacts to assess stakeholder engagement by stage

Example Use Cases:

• Active Pipeline Engagement: Opportunity Status (Include Proposal, Include Negotiation) + Last Visit (last 7 days) + Contacts (2+)
• Stalled Deals: Opportunity Status (Include Qualification, Include Proposal) + Last Visit (30+ days ago) + Previous Signals Score (60+)
• Closed-Lost Re-engagement: Opportunity Status (Include Closed Lost) + Last Visit (last 14 days) + Time Since Close (90+ days)

Segment

• Type: Multi-select with Include/Exclude
• Purpose: Filter by custom business segments you've defined (Customer personas, ICP tiers, market segments)

Filter Interactions:

• Combine with Signals Score to prioritize within segments
• Combine with Traffic Campaign to measure segment-specific campaign performance
• Combine with Opportunity Status for segment-specific pipeline analysis

Example Use Cases:

• ICP Tier 1 Engagement: Segment (Include Tier 1 ICP) + Signals Score (75+) + Last Visit (last 14 days)
• Persona-Specific Nurture: Segment (Include IT Director Persona) + High-Intent Page (Include Technical Docs) + Last Visit (last 30 days)
• Market Segment Performance: Segment (Include Enterprise) + Traffic Campaign (Include Q4 Campaign) + Opportunity Status (Any)

Source Domain

• Type: Multi-select with search and Include/Exclude
• Purpose: Filter by the referring website or domain

Filter Interactions:

• Combine with Traffic Medium to understand referral quality
• Combine with Signals Score to identify high-value referral sources
• Combine with Industry to find vertical-specific referral patterns

Example Use Cases:

• Partner Referral Quality: Source Domain (Include partner1.com, Include partner2.com) + Signals Score (65+) + Last Visit (last 30 days)
• Content Syndication Performance: Source Domain (Include syndication sites) + Site Visits (3+) + High-Intent Page (Any)
• Social Proof: Source Domain (Include review sites, Include comparison sites) + High-Intent Page (Include Pricing) + Last Visit (last 7 days)

Site Visits

• Type: Range filter
• Input: Minimum and maximum numeric values
• Purpose: Filter by total number of website visits

Filter Interactions:

• Combine with Last Visit Date to identify active vs. passive engagement
• Combine with Signals Score to differentiate browsers from buyers
• Combine with High-Intent Page to find qualified high-engagement accounts

Example Use Cases:

• High-Engagement Prospects: Site Visits (10+) + Last Visit (last 14 days) + Company Types (Potential Accounts Only)
• New Visitors: Site Visits (1-2) + High-Intent Page (Include Pricing) + Annual Revenue ($10M+)
• Power Users: Site Visits (50+) + Account Type (Include Customer) + Last Visit (last 7 days)

Traffic Campaign Platform

• Type: Multi-select with Include/Exclude
• Purpose: Filter by marketing platform source (Google Ads, LinkedIn, Facebook, etc.)

Filter Interactions:

• Combine with Traffic Campaign to analyze specific platform campaigns
• Combine with Signals Score to measure platform lead quality
• Combine with Industry to identify platform-vertical fit

Example Use Cases:

• LinkedIn Campaign Quality: Traffic Campaign Platform (Include LinkedIn) + Signals Score (70+) + Employee Count (200+)
• Google Ads Performance: Traffic Campaign Platform (Include Google Ads) + High-Intent Page (Any) + Last Visit (last 7 days)
• Multi-Platform Engagement: Traffic Campaign Platform (Include LinkedIn, Include Google) + Site Visits (5+) + Contacts (2+)

Traffic Medium

• Type: Multi-select with Include/Exclude
• Options: Organic, Paid, Referral, Direct, Email, Social
• Purpose: Filter by traffic acquisition channel

Filter Interactions:

• Combine with Source Domain for complete traffic attribution
• Combine with Signals Score to compare channel quality
• Combine with Traffic Campaign for campaign-specific channel analysis

Example Use Cases:

• Organic Qualified Traffic: Traffic Medium (Include Organic) + Signals Score (65+) + Site Visits (5+)
• Paid Campaign ROI: Traffic Medium (Include Paid) + Traffic Campaign (Include specific campaign) + Opportunity Status (Any)
• Referral Partnership Value: Traffic Medium (Include Referral) + Source Domain (Include partner sites) + Annual Revenue ($5M+)
• Direct Intent: Traffic Medium (Include Direct) + High-Intent Page (Include Pricing, Include Demo) + Last Visit (last 3 days)

Traffic Source

• Type: Multi-select with search and Include/Exclude
• Purpose: Filter by specific traffic source (google, linkedin, partner sites, etc.)

Filter Interactions:

• Combine with Traffic Medium for granular attribution
• Combine with Traffic Campaign for source-campaign analysis
• Combine with Industry to identify source-vertical patterns

Example Use Cases:

• Google Organic Performance: Traffic Source (Include Google) + Traffic Medium (Include Organic) + Signals Score (70+)
• LinkedIn Paid Social: Traffic Source (Include LinkedIn) + Traffic Medium (Include Paid) + Employee Count (500+) + Industry (Include target industries)
• Partner Traffic Quality: Traffic Source (Include partner domains) + Site Visits (3+) + High-Intent Page

Frequently Asked Questions

**Can I combine multiple filters in a single view?**

Yes! You can combine as many filters as needed to create highly targeted views. When you use multiple different filter types (like Signals Score + Industry + Location), accounts must match ALL criteria (AND logic). Within a single filter type, selecting multiple options creates OR logic (e.g., Healthcare OR Technology).

**How do I save and name my custom view?**

After configuring your filters, enter a descriptive name in the "View name" field at the top of the Create filter view modal. You can also add an optional description to help your team understand when to use this view. Once you've named it and set up your filters, click the "Save" or "Create View" button to make it available in your dashboard.

**Can I edit or modify a view after creating it?**

Absolutely! You can edit any saved view at any time. Simply open the view you want to modify, click "Edit Filters" or the settings icon, make your changes, and save. This is useful when your targeting criteria evolve or when you want to refine your account segmentation based on new insights.

**What is the Signals Score and how should I use it in my views?**

The Signals Score is an AI-powered engagement metric (0-100) that indicates how interested an account is based on their website activity, page views, and engagement patterns. Higher scores indicate warmer leads. Use it to prioritize your outreach: scores of 80-100 typically represent hot leads ready for immediate contact, 50-79 are warming prospects worth nurturing, and lower scores might indicate early-stage research or re-engagement opportunities.

**Can I share my custom views with other team members?**

Yes! Custom views can be shared with your team, making it easy to ensure everyone is working from the same account segmentation. This is particularly useful for creating standard views like "Enterprise Hot Leads," "Territory - West Coast," or "Q4 Target Accounts" that multiple team members need to access. Check your view settings or share options to enable team access.