Introduction
Filters in TAL are a powerful feature designed to help you find the right Accounts and Contacts faster. Instead of manually scrolling through thousands of records, filters let you narrow down results based on specific attributes such as company size, industry, job titles, funding, or even when the data was added. This feature is central to building focused prospect lists, prioritizing outreach, and personalizing engagement strategies.
In short, Filters make TAL more than just a database—they turn it into a smart targeting engine for Sales Development Reps (SDRs), Account Executives (AEs), and Customer Success Managers. By combining multiple filters, saving searches, and applying them at either the Account or Contact level, you can transform a broad dataset into a highly qualified pipeline.
1) Orientation: Where to find Filters
Location: On the TAL page, the Filters panel is located on the left side.
Scope toggle: At the top of the workspace there is a scope switcher ("Account / Contact").
By default, Target profiles opens on Account.
Click Contact to view and filter people records.
Applying filters: After selecting your criteria, click Apply. Results update to show records that qualify based on your filters.
Saving filters: Use Save Search to store your configuration so you can re‑use it later.
Create new: Give the saved search a new name.
Choose existing: Overwrite/Update an existing saved search by selecting it.
Why Save Searches? They turn your best‑performing criteria into one‑click views you can re‑run any time.
2) Key Behaviors to Know
Shared filters cascade: If you apply a filter at Account level that is common to Contacts (e.g., Companies, Added On, Employee Count), that same constraint is also applied when you switch to Contact.
Bulk include/exclude: Some filters allow you to include or exclude large sets at once (e.g., Companies, Job Title).
Contains vs Exact match: Text filters (e.g., Job Title) use contains matching by default; enable Exact match if you need precision.
🔐 : Log in to your Sprouts account
The user enters their credentials and logs into the platform. After a successful authentication, the user is directed to the main dashboard.
From this point onward, the user has access to all modules and navigation items that are enabled for their role.
Action | Description |
Log in | Use your Sprouts account credentials. |
3) Account‑Level Filters (Left Panel)
When you are in Account scope, filters help you qualify and segment companies. Below are detailed explanations of each filter.
3.1 List
Filter Accounts by one or more Target profile Lists (curated collections you or your team created). Use this to focus on a campaign segment, territory, or cohort you’ve saved before.
3.2 Companies
Target specific companies by name or domain.
Quick search: Start typing and select companies from the dropdown.
Bulk include / exclude: Add up to 3,000 companies in one go.
Include box: Companies you want to force into your results.
Exclude box: Companies you want to suppress.
3.3 Employee Count
Segment by company size.
Predefined ranges: Ready‑made bands such as 1–10, 11–50, 51–200, etc.
Custom range: Define your own Min and Max thresholds.
Use case: If your ICP is mid‑market, you can set 51–500 employees.
3.4 Technology
Filter by the tech stack a company uses.
Search & select: Pick one or multiple technologies .This will show options according to technologies you have configured in tech stack(Smart Column)(e.g., Salesforce, HubSpot, AWS).
Use case: Target customers who use complementary products or exclude those using competitors.
3.5 Added On (Date)
Focus on Accounts based on when they were added into TAL.
Date pickers: Select a Start Date and End Date using calendar inputs.
Use case: Pull a list of Accounts added in any X days for a “fresh prospects” view.
3.6 Employee by Dept
Drill down by department headcounts.
Add Department: Choose departments such as Engineering, HR, or Sales.
Set ranges: Enter Min and Max employees per department.
3.7 B2B / B2C
Classify companies by business model.
Options: B2B, B2C, Both, Unknown.
Use case: Focus on B2B firms if you sell enterprise SaaS.
3.8 Funding
Segment based on funding events or stages.
Options: Depending on setup, you may filter by Latest Funding Stage, Latest Funding Amount, Total Funding Amount, Latest Funding Date
Use case: Prioritize companies who recently raised capital.
3.9 Account Source File
Filter Accounts by the file or source system from which they were imported.
Use case: Validate list uploads or isolate leads from a partner campaign.
4) Contact‑Level Filters (Left Panel)
When you switch to Contact scope, filters apply to people. Shared filters (like Companies, Lists, Employee Count) carry over from Accounts, but Contacts also have unique filters.
4.1 Job Title (Contact‑only)
Filter by the text of a contact’s job title.
Dropdown + text search: Type keywords like “Marketing” or “Sales” and select matches.
Contains (default): Finds partial matches (e.g., “Head of Sales”, “Sales Manager”).
Show unknown option:Shows all contacts with unknown job titles .
Bulk include/exclude: Paste multiple titles to include or block.
Use case: Target decision‑makers by adding “VP Sales” and excluding “Assistant”.
4.2 Seniority (Contact‑only)
Segment by seniority level.
Options: C‑Suite, VP, Director, Manager, IC.
Use case: Narrow to executive decision‑makers or practitioners depending on your campaign.
4.3 Other Shared Filters
List, Companies, Employee Count, Employee by Dept, B2B/B2C, Added On, Source File work identically to their Account counterparts but apply to the contact set.
5) Working Examples
(Expanded with context)
Example A: Build a target Account list
Scope: Account.
Employee Count → Predefined 201–500.
Technology → Salesforce.
Employee by Dept → Marketing, Min 5.
Funding → Raised Series A in last 12 months.
Apply → Save Search as “Series A Salesforce Accounts”.
Example B: Find Marketing leaders at those Accounts
Switch scope: Contact.
Filters from Account carry over.
Job Title → Type “Marketing”.
Seniority → VP, Director.
Apply → Save Search as “Marketing Leaders @ Salesforce Series A”.
6) Saving & Managing Filters
Step 1: Configure Your Filters
Open the Filters panel on the left side.
Choose the desired scope (Account or Contact).
Apply filters (e.g., Employee Count, B2B/B2C, Job Title).
Click Apply to see the results.
Step 2: Save Your Filter Set
Once your results are updated, locate the Save Search option at the bottom of the filters panel.
Click Save Search.
You’ll see two choices:
Create New Saved Search → Enter a new name (e.g., “Mid-Market B2B Accounts”).
Update Existing Saved Search → Select an already saved search and overwrite it with your new criteria.
Step 3: Use Your Saved Search
Go to the Saved Searches dropdown ( at the top of the filter panel).
Select the saved search by name.
The filters will automatically re-apply, and results refresh instantly.
Step 4: Manage Saved Searches
Rename: Open the saved search and update the name if needed.
Update: Make changes to your filters, then overwrite the saved search.
Delete: Remove unused saved searches to keep your list clean.
Pro Tip: Use a naming convention that is clear and team-friendly. For example: Segment – Persona – Timeframe (e.g., US Accounts – VP Marketing – Q3).
6) Best Practices
Layer filters strategically: Start with high‑impact filters (Employee Count, B2B/B2C), then refine with Job Titles or Technologies.
Use Saved Searches as templates: Share naming conventions across the team.
Combine Account and Contact filters: Build Account lists, then drill down into the right people.
Bulk actions save time: Use bulk include/exclude for company domains or job titles.
Check Unknowns: Don’t exclude data unintentionally by ignoring Unknown classifications.
7) Troubleshooting & FAQs
Q: Why do my Contact results look too narrow?
A: Check if strict Account filters (like very small employee ranges) are over‑restricting your pool.
Q: Can I re‑use filters across campaigns?
A: Yes. Save Searches make filters reusable anytime.
Q: Do Account filters override Contact filters?
A: Yes. Account filters apply as a base layer, and then Contact filters refine further.
8) Glossary
Account: A company record in TAL.
Contact: A person record tied to an Account.
Apply: Execute your filter set.
Save Search: Stores filters for reuse.
Bulk include/exclude: Add many values (companies or job titles) at once.
Summary: Filters in TAL are your fastest way to qualify Accounts and Contacts, align with your ICP, and build repeatable workflows. Mastering these filters ensures that every outreach is targeted, efficient, and high‑impact.
DB Filters – (Accounts & Contacts)
Introduction
Filters in the DB workspace serve the same core purpose as in TAL: they enable you to precisely segment Accounts and Contacts for research, qualification, and outreach. While the layout is similar—with a left-hand Filters panel and the same Account/Contact scope toggle—DB also introduces several unique filters that are not present in TAL, such as Company Keyword, Founded Year, Industry SIC Code, and Job Opening filters.
This document provides a structured, step-by-step guide to mastering these filters at both Account and Contact levels. By the end, you will know exactly how to configure, apply, and save searches that take full advantage of DB’s richer dataset.
1) Orientation: Where to Find Filters in DB
Filters panel location: Always on the left side of the DB workspace.
Scope toggle: Choose Account (companies) or Contact (people). By default, DB opens in Account scope.
Apply filters: After setting filters, Results update instantly.
Save searches: Save your configuration for reuse, exactly as in TAL. (See Saved Searches Guide.)
2) Account-Level Filters in DB
Below are the unique filters available at the Account level in DB, in addition to common ones like Companies, Location, Employee Count, and B2B/B2C.
2.1 Company Keyword
Search for companies using free-text keywords.
Text field: Enter any keyword related to the company (e.g., “cloud”, “retail”, “AI”).
Include all checkbox: When checked, DB ensures that all keywords entered must appear for a match, not just one.
Use case: Narrow to companies with specific descriptors in their profiles or descriptions.
2.2 Founded Year
Filter companies by the year they were established.
Predefined: Select from ready ranges (e.g., Current ear, last year , 2-5 years ago).
Custom: Manually enter Start Year and End Year.
Use case: Target startups founded in the last 5 years, or long-established enterprises.
2.3 Industry SIC Code
Segment companies by Standard Industrial Classification (SIC) codes.
Text field: Directly enter the SIC code.
SIC code list: Click SIC Code List to open a reference page with official SIC codes.
Apply code: Copy the code from the list and paste it into the text field.
Use case: Ensure industry-specific targeting with a structured, standardized taxonomy.
2.4 Job Opening
Target Accounts based on their current job postings. This is one of DB’s most powerful differentiators.
Hiring for: Enter specific job titles or roles (e.g., “Data Scientist”, “Sales Manager”).
Hiring Seniority Level: Filter by levels such as Entry, Mid, Senior, Director, VP, C-Level.
Job Location: Specify geography where the company is hiring (city, region, or country).
Job Posted Date: Limit to jobs posted in recent windows (e.g., Last 30 days, Last 60 days).
Use case: Identify Accounts actively expanding in roles aligned to your product or ICP.
3) Contact-Level Filters in DB
When switching to Contact scope, DB provides both shared filters (e.g., Companies, Location, Company Keyword, Founded Year, SIC Code) and unique Contact-level filters.
3.1 Contact Search
Locate individuals directly by name or LinkedIn URL.
Text field: Type a person’s full name to retrieve their record.
LinkedIn URL: Paste a LinkedIn profile link to search directly for that person.
Use case: Quickly validate if a specific prospect is present in DB.
3.2 Last Job Changed
Find Contacts who have recently changed roles.
Dropdown options:
Last 30 days
Last 60 days
Last 90 days
Use case: Prioritize outreach to prospects in transition—they are often more open to new vendors and solutions.
3.3 Shared Account Filters at Contact Level
The following Account filters carry over into the Contact view:
Companies
Location
Company Keyword
Founded Year
Industry SIC Code
Job Opening (applies to Contacts linked to qualifying Accounts)
4) Saved Searches in DB
Saved Searches work the same way in DB as in TAL.
Create New: Apply filters → Save Search → Name it.
Reapply Existing: Load from Saved Searches menu.
Update Existing: Modify filters, then overwrite an existing saved search.
Scope behavior: Account-level saved searches include all Account filters; Contact-level searches save both shared and Contact-specific filters.
5) Working Examples
Example A: Find recently founded AI startups hiring engineers
Scope: Account.
Company Keyword → “AI”.
Founded Year → Custom: 2018–2023.
Job Opening → Hiring for: “Engineer”.
Job Posted Date → Last 30 days.
Apply → Save as “AI Startups Hiring Engineers (30d)”.
Example B: Find marketing leaders who recently changed jobs at those companies
Switch scope: Contact (filters from Account carry over).
Job Title → “Marketing”.
Seniority → Director, VP.
Last Job Changed → Last 60 days.
Apply → Save as “New Marketing Leaders @ AI Startups”.
6) Best Practices
Use Company Keyword smartly: Pair with SIC Codes for precision (keyword = broad, SIC = structured).
Track job openings: Use Hiring Seniority Level + Job Posted Date to capture “hot” Accounts.
Leverage Last Job Changed: Fresh role changes signal a window of opportunity.
Save and clone searches: Build base searches (e.g., “AI Startups”), then refine for specific personas (e.g., “Engineering”, “Marketing leaders”).
Keep SIC Codes handy: Bookmark the SIC Code List page for quick reference.
7) Quick Reference Checklist
Open Filters panel → Select Account or Contact scope.
For Accounts, explore unique filters: Company Keyword, Founded Year, SIC Code, Job Openings.
For Contacts, leverage Contact Search and Last Job Changed.
Combine with shared filters (Companies, Location, Employee Count).
Click Apply.
Save searches for re-use and refinement.
Summary: DB Filters extend TAL’s functionality with unique capabilities around keywords, company founding year, standardized SIC codes, job openings, and career transitions. These tools enable sharper, more proactive targeting of both Accounts and Contacts, ensuring outreach is timed and contextual.