If you’ve poked around in Leadinfo’s dashboard and wondered, “How do I actually find the good leads in this mess?”—you’re not alone. This guide is for sales teams, marketers, and anyone tired of slogging through data just to get to the companies that matter. We’ll walk through exactly how to create and use advanced filters for lead segmentation in Leadinfo. No vague promises—just a clear, step-by-step process, the quirks to watch for, and what’s genuinely worth your time.
Why Advanced Filters Matter (and What Most People Get Wrong)
Before we get into the nuts and bolts, let’s get two things straight:
- Default filters are blunt instruments. They might help you hide the obvious junk, but they rarely surface leads you actually want to chase.
- Advanced filters can save you hours, but only if you know what you’re looking for. Overcomplicate things, and you’ll just create new busywork.
Think of filters as your personal bouncer—deciding who gets into your party, and who stays out in the cold. Do it right, and you’ll spend less time clicking around and more time closing deals.
Step 1: Get Clear on What You Actually Want to Segment
Don’t even open Leadinfo yet. First, grab a notepad (digital or otherwise) and answer these:
- Who are you really trying to find? (Industry, company size, region, website actions, etc.)
- What’s a “hot” lead in your world? Be specific.
- Do you care about company info, behavior on your site, or both?
Pro tip: Start with one or two must-have traits. If you try to build a “perfect” filter with ten rules, you’ll end up with zero leads—or ones that look good on paper, but never reply.
Step 2: Open the Filters Panel in Leadinfo
Once you’re clear on your target, log into Leadinfo.
- Head to the “Leads” section.
- Look for the “Filters” or “Add Filter” button—usually top left, or in a sidebar.
- Click it. You’ll see a list of filter options pop up.
Heads up: If you don’t see advanced options, check your user permissions or plan. Some features are locked behind higher tiers.
Step 3: Build Your First Advanced Filter
Here’s where things can get messy if you’re not careful. The good news? You can’t break anything, and you can always delete filters you don’t like.
Common Filter Types in Leadinfo
- Company Attributes: Industry, company size, location, revenue, etc.
- Website Behavior: Pages visited, visit frequency, time on site.
- Source & Campaign Data: UTM parameters, referrer, device type.
- Lead Score (if set up): Use this if you’ve already built scoring rules.
How to Add Filter Criteria
- Pick your first filter (e.g., “Industry is IT & Software”).
- Click “Add Condition” or similar to stack more rules (e.g., “AND Company size > 50”).
- Use AND to narrow your list (all conditions must be met).
- Use OR to broaden it (any condition can be met).
- Mix and match, but don’t get carried away—every extra rule cuts your list.
Example: - Industry: Marketing Agencies - AND Company size: 10–99 employees - AND Visited “Pricing” page at least once
This will show you mid-sized agencies who’ve shown buying intent.
What to ignore: Don’t go wild with all the behavioral data. “Visited homepage” is almost useless—everyone does that. Look for actions that actually signal interest (downloads, pricing, contact).
Step 4: Save and Name Your Filter (Don’t Be Cute)
Once your filter looks right, hit “Save.” Name it something you’ll recognize a month from now—think “UK SaaS 10-100ppl Demo Interest”, not “Super Cool Filter 1”.
You can usually choose to pin filters for quick access or share them with teammates. Only do this if it’s genuinely useful—cluttered dashboards help no one.
Step 5: Review the Filtered List (and Sanity-Check the Results)
Now you’ll see a trimmed-down list of companies. Don’t just trust the numbers:
- Spot-check a few results. Do these companies actually fit what you wanted?
- Look for false positives. Are unrelated businesses sneaking through? Tweak your filters.
- Check for false negatives. If you’re missing good leads, maybe you got too specific.
Pro tip: It’s totally normal to go through a few rounds of tweaks. Filtering is part science, part art. Don’t be afraid to loosen or tighten criteria.
Step 6: Take Action—Don’t Let Segments Gather Dust
Filters are only as good as what you do with them.
- Assign leads to reps or campaigns. Most CRMs let you sync or export filtered lists—make sure you know how.
- Set up alerts. In Leadinfo, you can often get notified when new companies match your filters.
- Build automations. If your stack supports it, trigger email sequences or tasks when leads hit certain filters.
What doesn’t work: Creating too many filters, or segments you never use. Focus on a handful that drive actual outreach or reporting.
Step 7: Iterate—Your Ideal Lead Will Change
Every few weeks, revisit your filters:
- Are leads converting? If not, what’s missing?
- Are you getting too many or too few results?
- Did your sales team find the leads useful—or ignore them?
Update your filters as your market, campaigns, or business focus shifts. Don’t treat them as “set and forget.”
Honest Takes: What Works, What Doesn’t
Let’s cut through the hype:
- Works: Filters based on real buying signals (like pricing page visits, demo requests, or repeated site visits).
- Works: Segmenting by geography, industry, and company size—if those matter to your business.
- Doesn’t work: Overly complex filters with a dozen rules. You’ll miss good leads and frustrate your team.
- Doesn’t work: Relying solely on company data. Behavior matters—combine both for best results.
- Ignore: Vanity filters like “visited homepage” or “used iPhone.” Unless you have a very niche use case, they just clutter your view.
Common Gotchas and How to Avoid Them
- Data isn’t perfect. Leadinfo tries, but company info can be patchy. Always double-check big deals.
- Filter logic confusion. Mixing ANDs/ORs gets tricky. If your filter returns too much or too little, check your logic.
- Team clutter. If everyone creates their own filters, things get messy fast. Decide on naming conventions and who can create shared filters.
Keep It Simple, Iterate Often
You don’t need a PhD in lead segmentation to get results. Start with basic filters, see what works, and build from there. The best filters are the ones you actually use—so keep it simple, review often, and don’t let perfection slow you down. Your future self (and your sales team) will thank you.