Views in FirstQuadrant are a powerful way to segment your contacts based on shared attributes. They enable sales teams to run more targeted campaigns, apply fine-tuning rules selectively, tailor nurturing flows, or export specific subsets of contacts. This article explains the concept of segmentation, how views work, how to create and use them, and why they’re crucial for efficient sales execution.
Tip: Use views to limit the scope of any automated process in FirstQuadrant. Whether you’re running a sequence, applying a fine-tuning rule, or exporting a list—views give you precision and control.
Filter category | Properties |
---|---|
Contact properties | Name, Nickname, Archived status, Title, Seniority, Location, Time zone, Unsubscribed, Any additional contact-level custom properties |
Email and social | Email verification, Free email, LinkedIn, GitHub, Instagram, X (Twitter) |
Company properties | Company name, Has a deal, Company unsubscribed, Company timezone, Any additional company-level custom properties |
Campaign and sequence | Has a campaign, Campaign (specific one), Replied, Sequence status |
Touchpoints | Last touchpoint, Last received, Last sent |
Metadata | Created, Updated, Object ID |
Note: Views become especially powerful when combined with custom properties. These allow you to tailor segments to your specific sales logic (e.g. high-intent leads, pilot users, competitors, etc.).
Note: Views are separate from Imports. While both are listed in the same dropdown, imports represent the original source of contacts, whereas views are dynamic and filter-based.
Y Combinator company
= Yes