Filter and search the accounts list

The Accounts list opens with every account in your workspace. Use search and the filter panel to narrow it to the accounts you care about right now, for example accounts that match your ICP, have no contacts yet, or were qualified by a specific agent. You can stack as many filters as you need; they apply together. To save a set of filters you reuse often, see Save filter views.

Anyone with access to the Accounts list can search and filter, including read-only members. Filtering changes only what you see; it does not edit any record.

Steps

Search by name or domain

Open Accounts from the left navigation.
Type into the Search box at the top of the list. It matches on account name and domain. For the name, each word you type is matched separately, so a search like “Orora Tech” also finds an account named “OroraTech”. Clear the box to remove the search.

Start from the quick filters bar

Above the list sits a Quick filters bar: one-click chips for the questions you ask of the accounts list most days, with the total account count beside the heading. It is the fastest route to a working list, with no panel to open and no conditions to build.

Each chip carries a name and the number of accounts it would leave you with, counted against whatever you already have applied. Reading those numbers before you click is often the answer on its own - how many accounts nobody has qualified, how many still have no contacts.
Select a chip to apply it, select it again to drop it. The list and the other chips’ counts update immediately.
Chips answering the same question replace each other, so you are never looking at ICP Yes and ICP No at once. Chips answering different questions combine: My accounts plus No contacts is the accounts you own that still need people on them.

The accounts bar offers My accounts, ICP Yes, ICP No, ICP Inconclusive, Not qualified, Needs requalification, No contacts, and No account plans, plus the Recent tasks picker described below. Not qualified means the account has never been through qualification at all, which is a different thing from the verdict ICP Inconclusive: one is work not done, the other is work that came back undecided. Needs requalification is the accounts whose verdict has gone stale. The full list with what each one matches is in the Accounts columns and filters reference.

A chip you have not pinned still shows in the bar while it is applied, marked Active, so a filter you arrived at from a link or a saved view is never invisible. A chip whose underlying field your workspace does not offer is greyed out and says so when you hover it.

Choose which chips you see

The bar starts with a suggested set pinned and keeps the rest out of the way. The … menu at the right of the bar holds three things:

Choose quick filters opens Customize quick filters, where every chip is grouped under Ownership, Qualification, Missing information, Freshness, Source, Recent tasks, and Custom filters. Tick the ones to pin, rename any of them to the words your team actually uses, and use the reset control beside a renamed chip to put its original name back.
Save current filters as a shortcut turns whatever you have applied into a chip of your own. Name it and it joins the bar under Custom filters. A shortcut keeps the conditions only - not your sort order, not your columns, and not the search box or a task scope, which sit on their own axes. It is offered only when the current combination is not already a chip.
Restore suggested shortcuts puts the pinned set back to the suggested one.

Pins, renames, and your own shortcuts are personal to you and live in the browser you set them in, so they do not follow you to another machine and nobody else sees them. For a working list that should follow you and be shareable with the team, save a view instead - see Save filter views.

Show only the records one run touched

Recent tasks is the one chip that is not a condition. Open it and you get Choose a recent task: your own runs under My tasks, the whole team’s under Latest tasks, a search box that matches the agent or workflow name, and a row per run showing who started it, when, how many records it covered, and where it got to. Pick one and the list narrows to the records that run touched, named in a chip under Records from.

Everything else you have applied stays on top of it, which is what makes this useful: “the accounts that run worked on that still have no contacts” is two clicks rather than a filter you have to construct. Picking another run replaces the scope rather than adding to it, and the small x on the chip removes it.

Select Show filters (the button with the filter icon, top left of the list). The panel opens on the left under the heading Additional filters. The button changes to Hide filters while the panel is open.
The panel opens on the tab that holds what is currently applied: Basic by default, or Advanced when advanced conditions are in force - which is how a quick filter chip or a recalled saved view arrives, so opening the panel after clicking a chip shows you that chip’s conditions rather than an empty Basic tab. The tab never switches under you while the panel is open. If your workspace has advanced filters set up, a Basic / Advanced toggle appears at the top of the panel. This page covers Basic filters; for the advanced builder see Save filter views.
Each filter is a collapsible section. Select a section heading to expand it, choose your values, and the list updates as you go. A green check mark next to a heading shows that filter is active; hover it and select the trash icon to clear just that one.

The account filters

Expand any of these sections in the panel:

ICP - keep only accounts with a given qualification verdict: Yes, No, or Inconclusive.
Freshness: Qualification - how recently the account was qualified.
Freshness: Research - how recently the account was researched.
Ecosystem - the ecosystem the account belongs to.
Vertical - pick one or more verticals. You can select multiple values at once.
Has contacts - whether the account has any contacts attached.
Has account plans - whether the account has any account plans.
Has buying signals - whether research answered any of your buying-signal criteria positively for the account. This is the same rule the pipeline insights delivery chain uses, so filtering here reproduces that stage’s number. See Account signals.
Do not touch - whether the account is marked do-not-touch. See Do not touch.
Score - a slider for the account strength score, from 0 to 100. Set the low and high ends to keep accounts inside that range.
Owner - the workspace member who owns the account.
Updated at - a date range. Pick a start and end date to keep accounts last changed within that window.
Research agents - filter by what a specific research agent produced. Each research agent appears as its own sub-section; expand one to filter by its Agent output (free-text search of the result), Found (whether the agent found a result), and Positive (whether the result was positive).
Qualification agents - filter by a specific qualification agent. Each agent appears as its own sub-section; expand one and use Agent output to search its result text.
Tags - keep accounts carrying one or more tags.
Owner CRM - filter by the owner recorded in a connected CRM. Each connected CRM appears as its own sub-section; pick one or more owner values inside it.

The values offered inside each section reflect what exists in your workspace, so the lists differ between companies. A section with nothing to show says so.

In a section where you can pick several values, Clear all sits at the top of the list, and once there are more than ten values to choose from a Select all appears beside it. Select all takes whatever the list is currently showing, so typing in the section’s search box first is how you select a run of related values - every vertical whose name contains a word, say - without ticking them one at a time. It adds to what you already had selected rather than replacing it.

If your CRM is connected, the Advanced builder carries two groups the basic panel does not: CRM activities and CRM opportunities. They let you filter by what has actually happened with an account - how many activities are logged, when the last call, email, or meeting was, whether a deal is open, what the won business adds up to - so you can work “fits our profile and already talking to us” separately from “fits our profile and never contacted”. Three of those fields are the ones worth reaching for when you are building a work list rather than a segment: Has unanswered inbound finds accounts where the buyer’s last message is still sitting there, Has open task finds the ones somebody already owes work to (or, set to No, the ones nobody is on), and Has meeting material finds the accounts whose past meetings left notes worth prepping from. The full field list is in the Accounts columns and filters reference.

When you add one of those groups, the count condition starts at at least 1 rather than empty, because “has at least one” is what the question almost always means. Change the operator or the number if you want a tighter threshold; you no longer have to fill the condition in before the filter will apply.

A view Eva built can also carry a tighter version of one of those groups - a condition every part of which has to be true of the same logged activity or the same deal, rather than true of the account somewhere. The builder shows that as a read-only summary you can read and remove but not retype; see a condition Eva set for you.

The pipeline insights banner above the list is another way in: click a stage number in it to filter the table to exactly those accounts. See Read the pipeline insights report.

Stack filters

Add as many filters as you need. They combine: an account has to match every active filter to stay in the list, and search applies on top of that. For example, set ICP to Yes, Has contacts to no, and a Score range of 70 to 100 to find strong-fit accounts that still need contacts. The check marks in the panel show everything currently applied.

When nothing matches

A filter combination that returns nothing shows No results match these filters (or No results match your search when a search box is all you used) with the filters responsible printed underneath: each basic filter as a chip you can remove one at a time, the first three shown and the rest collapsed behind a +N more filters pill that opens the filter panel. Advanced conditions sit beside them as read-only logic with See filters to open them, and a large advanced filter collapses to a sentence counting the conditions and groups applied. Clear all filters removes everything, basic and advanced, and brings the full list back.

An empty list is otherwise ambiguous - it can mean “no account in the workspace looks like this” or “I stacked one filter too many” - and those lead to different next moves. Seeing the active filters next to the empty result settles it at a glance, and the fix is usually dropping the one chip that went too far rather than rebuilding the search. When a list is empty because nothing exists yet rather than because of a filter, you get the usual “nothing here yet” panel offering the agent that fills it.

The collapsed filter toolbar reads Filters (N) when filters are applied, so you can tell a narrowed list from a full one without opening the panel.

Clear or keep your filters

Clear all, in the quick filters bar, drops every applied condition at once, basic and advanced, whichever way you set them.
Discard (at the bottom of the panel) clears all filters at once.
Save View (at the bottom of the panel) saves the current filters as a named view you can return to later. See Save filter views.
Manage columns changes which columns the list shows; it does not change which accounts appear. See Configure columns. Source is one of the columns you can show, not a filter.
Next to Manage columns, the overflow menu (the … button) holds Save view as default (stores the current filters and columns as your personal default for this list, so it opens that way next time), Reset to default view (clears that saved default), and, once you have resized any columns, Reset column widths.

What happens next

The list and its count update immediately as you change filters; there is no separate apply step. Your filters live in the page address, so you can copy the link to share the same filtered view, or bookmark it. Select all the accounts that match your current filters and run an agent or a bulk action on them - see Run a Qualification agent and Bulk-edit records.