How do search filters work in Searching?

To find suitable prospects with your target market, Searching makes it possible to apply search filters. So here we are going to explain how these filters work, let's see?

BUSINESS CATEGORY

SEGMENT

CNAE

KEYWORD

Business filters have the OR rule applied. They are distinct and our recommendation is to use only 1 of them: either segment, CNAE, or keyword. 

Within the same item, CNAE for example, the rule will also be OR. If you select 5 CNAES for example, and the keyword "System", Searching will look for:

leads like CNAE 1

OR as CNAE 2

OR as CNAE 3

OR as CNAE 4

OR as CNAE 5

OR with keyword "System"

Within the Business category, the search rule is always OR. The combination of these items with the categories Company and Address has an E rule. That is, following the same example above and applying a filter of "Over 50 employees", the system will look for:

leads with CNAE 1 and Over 50 employees 

OR with CNAE 2  and  Over 50 employees 

OR with CNAE 3  and  Over 50 employees 

OR with CNAE 4  and  Over 50 employees 

OR with CNAE 5  and  Over 50 employees 

OR with keyword "System"  and  Over 50 employees 

 COMPANY CATEGORY

Name

CNPJ

presumed billing

Number of employees

Opening date

Legal nature

opting for the simple

Within the Company category, the filter rule will always be AND, that is, if you select options in  Presumed billing, Number of employees and  Opening date, the system will look for leads that meet all these conditions .

However, within each item the rule applied is OR. For example, if you search for specific terms for the company name, such as "Technology" and "System", Searching will bring up companies that have both terms, but not necessarily both terms in the same company name.

IMPORTANT:  it is only possible to select 1 number of employees per search.

In a search for companies with revenues above 90 million and the terms Technology or Health, the search will bring up:

Leads with revenues above 90 million AND  with the name Tecnologia

Leads with revenues above 90 million AND  with the name  Saúde

ADDRESS CATEGORY 

state

City

Public place

Neighborhood

Zip code

Within the Address category, the filter rule will always be AND, but within city and state, for example, all options selected to bring leads with the OR rule will be considered .

Example: selecting more than one state will bring leads from all selected states. Adding any filter from another category, the rule applied will be E, so there would be leads from selected states AND over 10 employees, for example.

If you run a search and don't return any leads, review your filters. Another situation that may also be occurring is that all leads from the selected filters have already been used in previous lists. Remembering that, even if a lead is not qualified by Searching when creating the list, it is removed from the market potential, as we understand that if the lead was not useful for your prospecting once, it would not make sense to keep an unqualified lead in your list.

Setting the right filters can be decisive in your prospecting process. If in doubt about this process, just look for us or evaluate this article.