Use quick filters, column sorting, and advanced filters to slice a list down to exactly the leads worth contacting today.
Why filtering matters #
A typical 25-mile list will return several hundred carriers. You will never call all of them — and you should not. Filtering lets you focus on the few dozen leads that match your strategy this week, and ignore the rest until later.
Filters are not permanent
Applying a filter does not delete or hide leads from your list permanently. It only changes what you see right now. Click "Clear Filters" any time to bring everything back.
Quick filters #
Quick filters are one-click buttons at the top of every list. They cover the most common ways you will want to slice your leads. Click any chip to apply that filter instantly. Click again to remove it. Quick filters stack — you can have "Hot Leads" and "Within 10 Miles" both active at once.
| Filter | Shows |
|---|---|
| Hot Leads | Carriers whose authority was granted within the last 10 months. |
| High Value | Carriers with a driver-to-truck ratio of 1.5 or higher. |
| New Entrants | Carriers with authority granted 10–18 months ago. |
| At Risk | Carriers with a Conditional safety rating. |
| Large Fleets | 50 or more drivers reported. |
| Within 10 Miles | Carriers whose registered address is within 10 miles of your clinic. |
| Not Contacted Engage+ | Pipeline status is still "New" — you have not logged any outreach yet. |
| Qualified Engage+ | Pipeline status is set to "Qualified" or further along. |
Sorting by column #
Click any column header in the lead table to sort by that column. Click again to reverse the direction.
Most useful sort columns
| Column | Use Case | Recommended Direction |
|---|---|---|
| Quality Score | Best overall prospects first. | High → Low |
| Distance | Closest carriers to your clinic first. | Low → High |
| Drivers | Largest fleets first — most exam volume potential. | High → Low |
| Date Added | Newest carriers first. | Recent → Old |
| Safety Rating | Conditional carriers first — the compliance angle. | C → S |
Empty values always sort to the bottom
If a carrier has no fleet count or no utilization data, those rows will appear at the bottom regardless of sort direction. This way, missing data never crowds out real leads.
Column-level filters #
Most columns have a small filter icon in the header. Click it to filter that one column without opening the full advanced filter panel. This is the fastest way to make small focused refinements.
Available column filters
- Status — multi-select pipeline stages (New, Connected, Qualified, etc.)
- Quality Score — numeric range slider
- Date Added — date range picker
- Last Activity — categorical (today, this week, this month, never)
- State — multi-select US states
Column filters are great when you want to quickly narrow on one dimension without losing your sort order or other active filters.
Advanced filters #
Click the Filters button in the toolbar to open the advanced filter panel. Here you can combine many filters at once for precise targeting.
Distance
Set min and max miles from your clinic.
Fleet Size
Filter by number of drivers or power units.
Utilization Ratio
Find fleets with high driver-to-truck ratios.
Safety Rating
Satisfactory, Conditional, Unsatisfactory, or unrated.
Cargo Type
HAZMAT, passenger, freight, beverages, and more.
DOT Status
Active, Conditional, Inactive, Out of Service.
Pipeline Status (Engage+)
New, contacted, qualified, converted, etc.
Has Reminder (Engage+)
Show only leads with a pending follow-up.
New Entrant Status
Filter to first-time registrants.
Search within a list #
The search box at the top of every list searches across legal name, DBA name, DOT number, city, state, and ZIP simultaneously. Type any portion and matches appear instantly.
Common uses:
- Looking up a carrier you talked to but cannot remember the full name — type the city or any part of their name.
- Finding all carriers in a specific city: type the city name.
- Looking up a specific DOT number from another source.
Search works alongside filters
If you have filters active, search only looks within the filtered set. To search the entire list, clear filters first.
Combining filters #
Quick filters, column filters, advanced filters, and search all combine using AND logic — a lead must match every active filter to appear.
Some common combinations:
| Combo | Result |
|---|---|
| Hot Leads + Within 10 Miles | Brand new carriers in your immediate territory — the perfect first-call list. |
| Large Fleets + Sort by Distance | Find your closest large clients first. |
| At Risk + State filter | Conditional-rated carriers in a specific state for a compliance-focused campaign. |
| Not Contacted + Quality 70+ | The leads you have not reached yet, sorted by best fit. |
Recommended workflows #
The daily top five
- Open your main list
- Click the Hot Leads quick filter
- Sort by Quality Score (high to low)
- Take the top 5 leads and call them
Weekly email campaign
- Open your list
- Filter to Quality Score 50+ AND has email
- Export to CSV
- Run through your email tool of choice
Monthly drop-in day
- Filter to Within 10 Miles AND Not Contacted
- Sort by City to group nearby carriers together
- Plan a route and visit 8–10 in one trip
Save time with bookmarked filter URLs
For recurring workflows, set up your filters and bookmark the URL — the active filters are stored in the URL parameters, so you can jump back to your daily top five view in one click.
