Calling randomly is a thing of the past. With Salesfinity’s filtering and sorting features, you can laser-focus your outreach and only call the people who matter—by time zone, company, title, phone type, and more.
Whether you're doing account-based outreach, managing a big list, or simply want to prioritize your P1s, this guide shows you how to get the most out of filtering and sorting.
🔍 Filtering: Call the Right Contacts
Use filters to narrow down your list so you're only calling people who fit your criteria.
Popular Filter Options:
Likeliness to Pick Up (P1, P2, P3)
→ Prioritize P1s for highest connect rate using Boss ModeTime Zone
→ Only call people during their local working hoursPhone Type
→ Filter by Mobile, Direct, or Office linesTitle / Role
→ Call only decision-makers (e.g., VP of Sales, CTO, etc.)Company
→ Focus on specific target accountsCountry or Region
→ Localize your outreach
🔁 Sorting: Prioritize Who You Call First
Sorting lets you organize your filtered list to call the most important or urgent contacts first.
Available Sorting Options:
Due Date (Old to New)
→ Prioritize overdue follow-ups firstCall Count (Least to Most)
→ Reach untouched leads firstCompany Name (A–Z or Z–A)
→ Group by account for account-based workflowsCountry Name
→ Helpful for geo-based team segmentation
🔥 Use Cases
✅ Account-Based Calling
Filter by company name to call everyone from your target account (e.g., Apple, Google) before moving on.
📍 Regional Outreach
Filter by time zone or country so you’re calling East Coast in the morning and West Coast in the afternoon.
📞 High-Intent Prioritization
Use the Boss Mode filter to call P1s first, then P2s, and avoid wasting dials on P3s.
📈 Data-Driven Efficiency
Sort by call count to ensure you aren’t over-calling some contacts and missing others.
✅ Pro Tips
Combine filters + sort to build the perfect outbound rhythm
(e.g., Filter: Mobile + P1 → Sort: Least Called → Outcome: High pickup rate + clean data usage)Avoid calling office lines during off-hours by using phone type + time zone together
Using filters and sorting smartly means more connects, less time wasted, and better results. Make every dial count.