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Re-use criteria from ICP, Persona, or Saved Search

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Written by Mikalai Sushko
Updated over 7 months ago

In DealSignal, you can efficiently re-use criteria from ICP (Ideal Customer Profile), Persona, or Saved Search to streamline your data processes. This guide will show you how to do it.

Load ICP, Persona, or Saved Search

  1. Open the search page, or Discovery, or Intent Discovery verification process wizard.
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  2. Load criteria:

    • Click on the "Load" button located near the filters.

    • You can load criteria against all filters or specifically near contact or company filters.

  3. Select criteria source:

    • A dropdown menu will appear, showing saved searches, ICPs, and Personas.

    • Choose the criteria you want to re-use.

  4. For personas with company filters or Intent criteria:

    • The system will prompt you to either load only the contact filters or include the company filters as well.

  5. Apply loaded criteria:

    • The selected criteria will load instantly, populating the filters

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