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Admin Scenario Filters Documentation

Learn how to use filters to organize and manage your scenario library effectively

Last updated: 7/18/2025

Scenario filters help you efficiently manage your scenario library and find specific scenarios for assignment or editing. This guide shows you how to use filters to organize and maintain your training scenarios.

Available Filters

When managing scenarios, you can filter by:

Call Purpose

Filter scenarios by the type of sales call:

  • Discovery Call: Initial conversations with interested prospects
  • Cold Call: Outreach to prospects with no prior contact
  • Negotiation Call: Finalizing deals and addressing objections
  • Voicemail: Leaving compelling messages for prospects
  • Gatekeeper Call: Navigating organizational hierarchies

Persona

Filter by the AI buyer profile used in scenarios:

  • Individual Names: Specific buyer personas you've created
  • Job Titles: Roles like "Sales Manager," "CEO," etc.

Scorecard

Filter by the evaluation criteria used:

  • Scorecard Names: Specific evaluation frameworks
  • Methodology: MEDDIC, SPIN, Challenger, etc.

Product

Filter by the product or service being sold in scenarios.

Name Search

Find scenarios by typing part of the title.

Sort Options

Click column headers to sort by:

  • Name: Alphabetical order
  • Call Purpose: Group by call type
  • Persona: Group by buyer profile
  • Scorecard: Group by evaluation criteria
  • Product: Group by product
  • Updated: Most recently modified first

Using Filters Effectively

Finding Specific Scenarios

  1. Start with Call Purpose: Choose the type of call you want to manage
  2. Add Persona Filter: Select a specific buyer type if needed
  3. Use Name Search: Type keywords to narrow results further
  4. Sort Results: Organize by relevance, recency, or alphabetical order

Organizing Your View

  • Recent Updates: Sort by "Updated" to see recently modified scenarios
  • Alphabetical: Sort by name for easy browsing
  • By Type: Group by call purpose, persona, or scorecard
  • By Product: Organize scenarios by product line

Clearing Filters

  • Click the "X" next to any active filter to remove it
  • Use "Clear All" to reset all filters at once
  • Filters reset when you navigate away from the page

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