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Orbital Docs

Filtering in records

Filter on your TAM, based on a niche that you'd like to prioritize targeting.

For example:

  • Positive filter on related entity = at least one match. Example: Company where at least one Contact has a phone number.

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  • Filter out voids = remove records where an attribute is empty. Example: Company where website is not empty.

  • Filter in combination = use grouping with AND and OR to filter on multiple conditions.

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Use these filters to then save into Lists or Views.