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 Mode
Time Zone
→ Only call people during their local working hours
Phone Type
→ Filter by Mobile, Direct, or Office lines
Title / Role
→ Call only decision-makers (e.g., VP of Sales, CTO, etc.)
Company
→ Focus on specific target accounts
Country or Region
→ Localize your outreach
Sequence
→ Ensure consistent follow-up
How to Filter:
1.Select the Filter button on the left-hand side.
Select “Add Filter”
In the second dropdown, select what you would like to filter by (e.g., name, title, time zone).
The third dropdown, choose whether it contains or does not contain.
Once selected, a fourth field will appear, allowing you to choose from a list of your available sequences.
How to Filter by Sequence:
Click the Filter button in the top-left corner.
In the first dropdown, choose Sequence.
The next dropdown, select an option from the list.
Once selected, a fourth field will appear, allowing you to choose from a list of your available sequences.
🔁 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 first
Call Count (Least to Most)
→ Reach untouched leads first
Company Name (A–Z or Z–A)
→ Group by account for account-based workflows
Country 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 connections, less time wasted, and better results. Make every dial count.