The company, people, and lead lists are a sneaky powerful part of Nutshell! Filter, sort, and customize your lists to keep your business' most critical customer data front and center. Segment your data into specific lists based on a wide variety of information, like location or industry.
Save your lists and save time! You can save and share your custom lists so that you and your team can always find exactly what you need at the moment you need it.
The list views will feel familiar to those of you who have worked in spreadsheets, but you’ll find that they’re much easier to use. In this article, we’ll go over:
- How to use columns to see data in lists
- How to filter your lists
- Types of filters
- How to save and share your lists
Add columns to your list view to see all of the critical information when working with your companies, people, and leads in Nutshell.
- On any list, click the Column icon on the top right of your list
- Check and uncheck the boxes for the columns you would like to add or remove from your list (your selections will save automatically)
- Click the X on the top right to close the columns window and apply your changes
Drag and drop those columns into any order to keep your most important data front and center. You can also drag the edges of any column to make it wider or narrower.
Sort your list by a specific column to prioritize your list by any text or date criteria you’d like. Click the filter icon on any column to sort the entire list by that column's content.
Column selections stick! Your list view will always show you the columns you’ve selected and hide the ones you’ve removed, even if you log out of Nutshell.
Filtering gives you the power to generate customized lists based on the information you’ve added to your companies, people, and leads in Nutshell.
You can think of it as a laser-focused searching tool. For example, do you need to search for everyone located in Michigan? Filter by address to pull up all of your contacts located in the Mitten.
Follow these steps to create your own filtered lists:
- Navigate to the Companies, People, or Leads list view
- Select the blue filter icon on the top left to open the filtering menu
- Click the checkboxes for each piece of information you’d like to filter by
- Specify the rules for each filter (click here to jump to the section about types of filters)
- Add as many filters as you’d like
Every additional filter that you add is treated as an “and” filter, so your list gets more specific as you add more filters. For example, filtering your leads list for “Tag” is “Eastern Time Zone” and “Last contacted” is “Within the last 7 days” will only show you leads that have that Eastern Time Zone tag and have been contacted in the last week.
Your filters will apply to the list as soon as you check those boxes in the filtering menu. The most common filters for companies, people, and leads are shown in their own dropdowns at the tops of the list views.
- On the Companies list: Company type
- On the People list: Assigned to
- On the Leads list: Assignee, Status, and Pipeline
Pro tip: is the filtering menu getting in your way and making it difficult to see all the columns you need? Click the blue filter icon again to close the filtering menu.
Nutshell will save your filters until you choose to remove them, so no need to worry about losing them when you close that menu or leave the page.
There are a few different types of filters that you can add to your lists. These filters give you lots of ways to create unique lists with the following four controls.
Location filters give you the ability to find people, companies, and leads in specific locations. Select the “Exact location” option to add filters based on country, state or province, city, postal code, or area code.
You can also filter by a radius (in miles or kilometers) around a key location. Are you heading to a new city for a week and looking to connect with your contacts there? Lucky you! Filter your list for that city and add the “Within” rule to find all people within 5 miles of that city. This radius extends in all directions and is measured as the crow flies.
Are you more visual when it comes to locations? We’ve got your back, right brain! Click the Map option on the top right (above your columns) to see your filtered list on a map, where you can zoom in or out and move around to get exactly the distance and radius that looks best to you.
Do you need to do some data clean-up in your Nutshell account? Add a blank filter for “No location specified” to find those contacts that are missing address information.
Certain filters can be applied to a list with multiple rules (for example, you can add multiple tags or industries to one list). These filters allow you to toggle between “And” and “Or” options for each one of these rules.
The “And” option will show you only the people, companies, or leads that include all of the rules you’ve chosen for each filter. The “Or” option will show you all the people, companies, or leads that include any of the rules you’ve chosen.
Blank filters help you exclude people, companies, and leads from your list if they don’t have the information you need. Blank filters are things like “No phone number” or “No email address” and they help your team pinpoint pages with missing information.
Are you integrating a web form builder with Nutshell to pull in leads automatically from your website’s form submissions? Add these blank filters to find contacts that are missing the necessary contact information and cancel those leads to keep your team focused on those leads they can actually get in touch with.
Add the "Is not" or "Does not contain" rules to your filters to show only people, companies, or leads that do not have that piece of information on their pages.
For example, add a negative filter for a tag “Unsubscribe” on your company list to keep them out of your email lists. Choosing “is not” as the rule for that filter will keep those tagged companies out and prevent you from accidentally emailing someone who might reply to your email with “UNSUBSCRIBE” in all caps again.
Save your filtered lists so that you can always access them in the future. Once you’ve added all those filters and created your specific list, save it so that you can quickly and easily access this at any time in the future.
In order to save a list, click the green Save button on the top right corner of your list view. Name your list and click Save to preserve it. If you want to rename this list at any point, use the Save as button when you’re viewing that saved list.
You can find all of your saved lists by clicking the My saved lists button on the top right corner (right by the save button). Are there specific lists you’ve saved that you want to keep front and center? Add a saved list card to your dashboard by following these instructions.
You can also share these lists with your team or specific individuals! Click the Share button on the top right to share this list with other folks. This is really handy for admins who are grabbing a sponge and creating specific call or outreach lists for each member of their team.
Pro tip: these saved lists update in real time as the information in your Nutshell account changes. For example, adding a new “Unsubscribe” tag to a company will automatically add that new company to your negatively filtered “Unsubscribe” list.
If you’d prefer to save an exact list with the current data at the moment you’ve created it, export that list from Nutshell by following these instructions.
Will my filtered list view save if I close my browser?
While Nutshell will always save your most recent view (unless you clear your browser cache and cookies), we recommend saving the list if you plan to use it again. You can return to saved lists on any computer, or if you log out and log back into Nutshell.
These filters are so powerful! How else can I use them to understand my business?
The same awesome filtering capabilities are available in Nutshell reports.