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Understanding AND/OR Operators in Filtering

As an Exabloom user, filtering helps you find exactly the leads you need from your database. The AND and OR operators are essential tools that determine how your filtering conditions work together.

The Basics: AND vs OR in Lead Management​

AND Operator (Narrowing Your Results)​

When you use the AND operator, you're telling Exabloom that all conditions must be true for a lead to appear in your results.

Think of AND as: "I want leads that match BOTH this condition AND that condition"

Example: Using AND​

Let's say your database has these leads:

  • Lead 1: Industry: Healthcare, Budget: $50,000, Status: Qualified
  • Lead 2: Industry: Healthcare, Budget: $10,000, Status: New
  • Lead 3: Industry: Technology, Budget: $50,000, Status: Qualified
  • Lead 4: Industry: Finance, Budget: $5,000, Status: Lost

If you filter for:

Industry: Healthcare AND Status: Qualified

Results: Only Lead 1 appears because it's the only lead that satisfies BOTH conditions.

If you filter for:

Budget: $50,000 AND Status: Qualified

Results: Leads 1 and 3 appear because both have $50,000 budgets AND are qualified.

OR Operator (Broadening Your Results)​

When you use the OR operator, you're telling Exabloom that a lead matching any of your conditions should appear in the results.

Think of OR as: "I want leads that match EITHER this condition OR that condition (or both)"

Example: Using OR​

Using the same lead database:

  • Lead 1: Industry: Healthcare, Budget: $50,000, Status: Qualified
  • Lead 2: Industry: Healthcare, Budget: $10,000, Status: New
  • Lead 3: Industry: Technology, Budget: $50,000, Status: Qualified
  • Lead 4: Industry: Finance, Budget: $5,000, Status: Lost

If you filter for:

Industry: Healthcare OR Industry: Technology

Results: Leads 1, 2, and 3 appear because they're in EITHER Healthcare OR Technology.

If you filter for:

Status: Qualified OR Budget: $10,000

Results: Leads 1, 2, and 3 appear because they EITHER have Qualified status OR have a $10,000 budget.

Real-world Lead Management Examples​

Finding High-Value Leads with AND​

You want to focus on your most promising healthcare leads:

Industry: Healthcare AND Status: Qualified AND Expected Close Date: This Quarter

This will show only healthcare leads that are both qualified and expected to close this quarter. Healthcare leads that aren't qualified or qualified healthcare leads with longer timeframes won't appear.

Finding Leads Needing Follow-up with OR​

You want to see all leads requiring immediate attention:

Follow-up Date: Overdue OR Status: Hot Lead

This will show any lead that either has an overdue follow-up or is marked as a hot lead (or both).

More Detailed Examples​

AND with Multiple Fields​

Let's say you have these leads:

Lead 1: Industry: Healthcare, Budget: $50,000, Status: Qualified, Contact Role: CEO
Lead 2: Industry: Healthcare, Budget: $10,000, Status: New, Contact Role: Manager
Lead 3: Industry: Technology, Budget: $50,000, Status: Qualified, Contact Role: Director
Lead 4: Industry: Finance, Budget: $5,000, Status: Lost, Contact Role: CEO
Lead 5: Industry: Technology, Budget: $15,000, Status: New, Contact Role: Director

If you filter:

Contact Role: CEO AND Status: Qualified

Results: Only Lead 1 appears because it's the only lead with both a CEO contact AND Qualified status.

OR with Multiple Fields​

Using the same lead database:

Lead 1: Industry: Healthcare, Budget: $50,000, Status: Qualified, Contact Role: CEO
Lead 2: Industry: Healthcare, Budget: $10,000, Status: New, Contact Role: Manager
Lead 3: Industry: Technology, Budget: $50,000, Status: Qualified, Contact Role: Director
Lead 4: Industry: Finance, Budget: $5,000, Status: Lost, Contact Role: CEO
Lead 5: Industry: Technology, Budget: $15,000, Status: New, Contact Role: Director

If you filter:

Contact Role: CEO OR Contact Role: Director

Results: Leads 1, 3, 4, and 5 appear because they have EITHER a CEO OR Director contact.

Multiple Conditions: Combining AND & OR​

When you combine both operators, you gain powerful filtering capabilities.

Complex Example​

Find leads that are:

(Industry: Healthcare OR Industry: Pharmaceuticals) AND Budget: Over $25,000 AND Status: Qualified

This will show:

  • Qualified Healthcare leads with budgets over $25,000 OR
  • Qualified Pharmaceutical leads with budgets over $25,000

But not healthcare or pharmaceutical leads that are unqualified or have smaller budgets.

Pro Tips for Exabloom Users​

  1. Start broad, then narrow: Begin with fewer filters, then add more with AND operators to refine results.

  2. Group similar conditions with OR: Use OR for alternatives within the same category (like different industries that you target).

  3. Test your filters: Try each condition separately first to understand what results you'll get, then combine them.

  4. Remember:

    • Use AND when you want to be more specific (fewer leads)
    • Use OR when you want to be more inclusive (more leads)

Quick Reference​

OperatorEffect on Lead ResultsExample Use Case
ANDNarrows results (fewer leads)Finding highly specific leads matching multiple criteria
ORBroadens results (more leads)Creating inclusive lists of leads matching any of several criteria

Happy lead filtering!