In addition to the AI chat, Workspace offers a traditional filter panel for building lists using structured criteria. You can use filters on their own or combine them with the AI chat to layer precision on top of your conversational search.
How to open the filter panel
From the Workspace home screen (accessible via Create new in the left nav), you'll see three options below the chat input:
Filter contacts — Opens a filter panel focused on individual people
Filter companies — Opens a filter panel focused on organizations
Import from CRM — [covered in a separate article]
Click either Filter contacts or Filter companies to open the filter panel on the left side of the screen. Results appear instantly in the table on the right.
Available filter categories
For Contacts:
Category | Examples |
Job title | Exact title, keyword match |
Seniority | C-Level, VP, Director, Manager, Individual Contributor |
Department | Sales, Marketing, Engineering, Finance, HR |
Industry | Technology, Healthcare, Finance, Manufacturing, and more |
Sub-industry | Software Development, Financial Services, etc. |
Location | Country, state/region, city |
Company size | Headcount ranges (e.g., 51–200, 1K–5K) |
Company revenue | Revenue ranges |
Technology | Tech stack filters (technographics) |
Funding stage | Seed, Series A–E, IPO, etc. |
Funding recency | Funded in the last X months |
Not in my CRM | Hide contacts already in your connected CRM |
For Companies:
Category | Examples |
Industry / Sub-industry | As above |
Company size (headcount) | Ranges |
Revenue | Ranges |
Location | Country, region, city |
Technology | Tools and platforms in use |
Funding | Stage and recency |
Founded year | Specific year or range |
Not in my CRM | Hide companies already in your connected CRM |
The "Not in my CRM" toggle
The Not in my CRM toggle is available in both the Contact and Company filter panels. When enabled, Lusha hides any record that already exists in your connected Salesforce account from the results. This prevents you from wasting credits revealing contacts you already have.
The filter operates independently on each tab — toggling it on for Contacts does not automatically apply it to Companies, and vice versa.
💡 Note: Currently supported for Salesforce only. For more details on how this filter works and how Lusha detects duplicates, see the Not in my CRM filter article.
Combining filters with the AI chat
The filter panel and the AI chat are complementary. You can:
Start with chat, refine with filters — Type a broad description ("Sales leaders in the US") and then open the filter panel to add more specific criteria (e.g., restrict to companies with 200–1,000 employees)
Start with filters, refine with chat — Apply a standard filter set, then type a follow-up message in the chat to adjust ("Show only companies with recent funding")
Both approaches produce results in the same table, and you can switch between them freely.
Saving filtered results
When your filtered table looks right, click "Save first X contacts" (50, 150, 500, or 1,000) to convert the preview into a permanent Workspace table. The table is saved with the name automatically generated from your query, and you can rename it at any time.
Filters within a saved table
The filter panel is also available inside a saved table (not just at the search stage). Click the Filter button in the saved table toolbar to narrow your existing table by any column value. This is different from the search-stage filter panel — it operates on rows already in your table rather than on the full Lusha database.