Account Filters and Sorting

Find, prioritize, and monitor the right accounts by combining Salesforce data with real-time signals.

Why this matters

Use filtering and sorting to:

• Prioritize high-intent accounts based on real engagement signals
• Quickly identify pipeline opportunities or at-risk customers
• Create repeatable views (Segments) for ongoing monitoring

What is filtering and sorting?

Common Room’s filtering system allows you to:

• Combine data from multiple sources (Salesforce, signals, firmographics)
• Narrow down to the accounts that matter most
• Sort results to highlight priority accounts

👉 Think of this as your control panel for account prioritization

When should I use this?

Use filters and sorting when you want to:

• Identify accounts ready for outreach
• Segment accounts by engagement or lifecycle stage
• Monitor specific cohorts (e.g., high ARR + high activity)
• Build lists for campaigns or follow-ups

Quick Start

1. Go to Accounts
2. Click + Filter
3. Apply filters (e.g., ARR, activity, owner)
4. Sort by a key signal (e.g., engagement)
5. Click Create segment to save your view

Filtering Accounts

To apply filters:

1. Navigate to the Accounts page
2. Click + Filter
3. Select a category and define criteria
4. Add multiple filters to refine results
5. Remove filters using the x on each filter chip

How filtering works (Contact-Account Pathing)

When you apply filters, Common Room determines which Contacts are associated with each Account using Contact-Account pathing.

Default behavior

• Contacts are matched via a direct Salesforce relationship

Expanded matching (optional)

You can broaden the scope to include:

• Email domain matching
• Group-based associations

👉 This allows you to capture more complete engagement across an account

Why this matters

• A narrow path (Salesforce-only) = cleaner, CRM-aligned data
• A broader path = more signal visibility, but less strict association

👉 Choose based on your workflow:

• Pipeline accuracy → keep it strict
• Signal discovery → expand matching

Sorting Accounts

You can sort the Accounts table by any column with a ▾ icon.

• Click once → ascending
• Click again → descending

Set a default sort order

To define sorting for your team:

1. Click Edit columns (top-right)
2. Select the column to sort by
3. Choose Ascending or Descending
4. Click Save

⚠️ Default column settings apply to all teammates

Save Filters as Account Segments

If you want to monitor a filtered view over time:

1. Apply your filters
2. Click Create segment
3. Name and configure the segment
4. Access it anytime from your Home screen

👉 Segments allow you to:

• Track account changes over time
• Share views across your team
• Power downstream workflows

🔗 Learn more: Account Segments

Filtering the Contacts Column

The Contacts column shows Contacts associated with each Account.

Default behavior

• Includes Contacts who currently work at the Account
• Based on direct Salesforce relationships

Important nuance

Contacts matched via:

• Email domain
• Group association

👉 Will NOT appear in the default Contacts column count

However:

• They are visible in the Account Profile

Filter by Contacts in Segment

Use the Contacts in segment filter to:

• Show only Accounts with Contacts in a specific segment
• Identify accounts with target personas or engaged buyers

👉 Example:

• “Accounts with engaged economic buyers”

Common Issues

Accounts missing expected Contacts

• Check Contact-Account pathing settings
• Verify Salesforce relationships
• Confirm email domain alignment

Filters returning fewer results than expected

• Review filter combinations (they stack)
• Check for overly restrictive criteria

Contacts count seems inaccurate

• Default column only includes Salesforce-linked Contacts
• Check Account Profile for full view

Best Practices

• Combine firmographic + signal filters for better prioritization
• Use sorting to surface high-intent accounts quickly
• Save frequently used filters as Segments
• Adjust pathing based on your use case (precision vs discovery)

FAQs

Can I combine multiple filters?

Yes. Filters stack, allowing you to narrow results across multiple data sources.

Why don’t all Contacts appear in the Accounts table?

The table shows only Salesforce-linked Contacts by default. Additional matches (domain, group) appear in the Account Profile.

What’s the difference between filtering and segments?

Filtering is temporary. Segments save your filters so you can monitor accounts over time.