Saved filters make it easy to quickly reuse searches and streamline work for you and your colleagues.
❔ How does it work?
Here are examples of how you can use saved filters in Lime Go:
Save filters on Companies
- ICP list: Filter companies based on your ideal customer profile
- Prospecting subscription: Identify when new companies appear via Dun & Bradstreet based on selected criteria.
- Newly started companies: All companies that have been registered in a certain area.
- Anniversary companies: All companies celebrating a certain number of years in business.
- Specific customer segmentation: For a smoother overview of your entire customer portfolio,
- New relationships this month: How many new companies have you been in contact with in the past week? Save a filter showing "Relationship change date" and current relationship.
Save filters on People
- Prepare recurring newsletters: Filter by consent to email campaigns and keep the list up to date.
- Targeted email campaigns: Filter by specific roles or company relationships.
- Main contacts: Filter contacts within your customer companies marked as Is customer.
Save filters on Leads
- Leads from the website: Filter leads coming from, for example, forms on the website.
- Leads from newsletters: Show leads who clicked specific links in your newsletters.
- AI leads in contact: Identify which AI-identified leads you have and have not been in contact with.
Save filters on Deals
- Prioritized deals: Which AI-identified leads you have and have not been in contact with.
- Stale deals in your pipeline: Filter and show deals that have been in the pipeline for more than a certain number of days combined with a low value. Time to clean up!
- New deals this week from your business area: Show all deals created during the current week within a certain business area.
- Deals lost last week: Filter by deals that were lost last week combined with value and the reason the deal was lost.