Create a New View

Each View defines a set of criteria that powers your workflows. Whether you’re targeting high-intent leads, monitoring ICP match shifts, or enriching stale records — it all starts with a view.

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How to do it?

Go to Views -> Create View.

Click on 'Configure ICP filters'.

Filters – How They Work

When adding filters, you can mix and match AND / OR logic to refine your dataset.

Filter Types Explained:

1. Who have done / not done / done X times... This filter is tied to Goals/Funnel Stages you’ve set in HockeyStack.

   • Example: "Visited website more than 3 times" or "Booked a Demo".

2. Filtering by Properties You can set them to be not empty (property contains [name of the property]), or set conditions on specific values (e.g. Company Country = US)

Each view you create is a building block — and you can reuse the same one in multiple workflows.

To edit a View enter it and click on "Filter". Add filters of your choice and click "Save".