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Filters allow you to define exactly which records belong in your Population, whether you’re targeting key accounts, large deals, or specific AEs. You can use filters to build both simple and complex logic based on your connected data source.
Add Filters to the Population
Click on Data from the navigation menu, select Populations from the dropdown options.
Open an existing Population from the list, or click Create Population to start a new one.
Once in the Population Builder, click to the Filters area. Here, you’ll build logic to segment your data.
Building a Filter
Type or scroll to find a field
Can't find a field? Click Add Filters from another object to open the Customize Fields modal
From there, you can:
Apply data presets
Expand data objects (like Account or Contact) to browse all available fields
Use the search bar to find specific fields
Check the box for the fields you want to sync
When finished, click Review Fields > Sync Now to apply your changes.
Using Comparison Operators
Once you've selected a field to filter on, you'll be prompted to choose a comparison operator, this defines how Crossbeam should evaluate the field's value.
The operators available will depend on the type of field you're working with:
For text fields (like Account Name or Industry), you'll see options such as:
is / is not — to match an exact value
contains / does not contain — to match partial values or keywords
For numeric fields (like Opportunity Size or Number of Employees), you’ll see:
equals, greater than, less than, or between
For date fields (like Created Date or Last Modified), you can filter by:
is on, is before, is after
Or use relative options like within the last X days
If you want to build a list of values—say, multiple industries or account owners—you can:
Use the is or is not operator
Then click and/or to add additional values to include or exclude
This approach is especially helpful when segmenting by territory, product line, or custom tags.
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Add Multiple Filters
Click + Add Filter from another object to define additional filter criteria
Use AND / OR logic within each filter group:
AND chains together filters that must all be true.
OR adds flexibility—useful for matching any one of several criteria.
Example:
Filter accounts where Industry is Tech AND Opportunity Size is greater than $500K
OR
Region is APAC
Filter Groups for Advanced Logic
To structure more complex logic:
Use AND inside a group for tight filtering
Use OR between groups to broaden your scope
Remove or Edit Filters
Click the Pencil icon next to a filter to edit it
Click the Trash icon to delete a single filter—this won't affect the rest of your setup
Filtering Tips
Nest filters using AND/OR strategically to create accurate, targeted Populations.
Use multiple values with “is” or “is not” filters by adding OR conditions to build lists.
Revisit the Customize Fields modal any time your data changes or new fields become available.
🎓 Sign in to Crossbeam Academy to further explore Populations!