How to share the results of a filter to other accounts in Magileads?

Magileads is a platform that allows you to automate and optimize your prospecting processes.  

One of its advanced features allows you to segment this database via personalized filters in order to target the most relevant prospects. 

Once these filters are configured, you may wish to share the results with your colleagues, partners or other Magileads user accounts. This article explores in detail how to do this sharing effectively.

Why share filter results in Magileads?

1 – Simplified collaboration

Sharing filters allows teams to work together on consistent data, without having to manually recreate the same filters across multiple accounts.

2 – Save time

Rather than downloading data and sending it by email or other tools, direct sharing ensures instant and secure transmission.

3 – Strategic alignment

Sharing targeted results ensures that all parties involved are working on leads with the same potential, thus optimizing sales efforts.

Step 1: Create a filter in Magileads

Before sharing a filter, you must first create one. Here's how to do it:

1. Access your Magileads account
   Connect and go to the Prospect database .
2. Configure your search criteria
   Use the filter options available, such as:
   • Activity area
   • Geographical location
   • Company size
   • Contact function
   • Lead level of maturity
3. Save your filter
   Once you are satisfied with the results, click Save Filter . Give the filter a meaningful name to make it easier to share later.

Step 2: Share filter results

Option 1: direct sharing between Magileads accounts

Magileads offers a feature to share a filter or its results. Here's how to do:

1. Go to the saved filter
   Go to the Saved Filters and select the one you want to share.
2. Choose the “Share” option
   Once the filter is open, click on the share icon.
3. Enter the recipient's information
   • Enter the email address or username of the receiving Magileads account.
   • Set access rights: read only or edit allowed .
4. Submit Share
   Confirm by clicking Share . The recipient will receive a notification in their account with direct access to the filter.

READ ALSO: Features of the Magileads application

Option 2: Manual export and sharing of results

If you prefer to share the results without directly involving Magileads:

1. Export the data
   • Click Export Results from the filter interface.
   • Choose the desired format (CSV, Excel, etc.).
2. Share via a third-party platform
   Send the exported file by email, via a shared drive, or any other collaborative tool (Google Drive, Dropbox, etc.).
3. Reimport possible
   The recipient can reimport this data into their Magileads account to use it.

Step 3: Optimize sharing for collaboration

1 – Add comments or annotations

Before sharing, you can include notes explaining the context or purpose of the filter. This can be done directly in Magileads or in an annex file.

2 – Synchronization with other tools

Magileads allows integrations with tools like Zapier to automate the transfer of results. For example :

• Automatic synchronization of filtered leads to a common CRM (HubSpot, Salesforce).
• Notify a user or team when a new filter is shared.

3 – Securing shared data

Make sure you only share results with trusted users or partners to avoid any data leaks. Use the rights management features built into Magileads to limit access as needed.

Key Benefits of Sharing Filters in Magileads

1. Centralization of efforts : all teams work on the same database , reducing duplicates.
2. Flexibility : Shared filters can be modified and refined based on team feedback.
3. Transparency : Each user sees in real time the modifications or updates applied to shared filters.
4. Speed : Data is available immediately, without going through tedious manual processes.

Concrete examples of use

Case 1: inter-team collaboration

A marketing manager creates a filter targeting companies with more than 500 employees in the technology sector. He shares this filter with the sales team so they can launch email campaigns.

Case 2: partnership with a distributor

An agency uses Magileads to identify leads, then shares the results with a local distributor who handles the contact.

Case 3: analysis by an external consultant

A consultant specializing in B2B prospecting can access shared filters to provide strategic recommendations or refine the criteria.

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