Set Org-wide Default Filters for Finding Connections
Default Connection Filters help your team focus on the most relevant introduction paths by setting predefined criteria. Instead of manually applying filters every time, you can configure default values once, so everyone sees consistent, high-quality recommendations from the start.
Setting default filters will ensure:
- Your team focuses on relevant, high-quality connections from the start
- Connection discovery is consistent across the organization
- Less time is spent manually adjusting filters
Set up default connection filters
Step 1: Log in to Vieu
Log in to Vieu
Step 2: Go to Settings
Go to Settings
Step 3: Open Connections
Click on Connections
Step 4: Configure default filters
Set the default values that should apply across Connections Vieu, here's how :
Filter fields
Indirect Paths
Includes paths where the introducer is not directly connected to the target but can still facilitate an introduction.
Insider Paths
Shows paths from people closely associated with the account (for example: employees, ex-employees, investors).
Path Type
Choose which types of paths should be visible by default:
- Direct
- Indirect
- Insider
Connection Strength
Filters connections based on the strength of the relationship between the introducer and the target.
Buyer Persona Alignment
Prioritizes connections that match your defined buyer persona.
Seniority
Filters targets based on seniority level (for example: Director, VP, CXO).
What happens after setup
- Default filters are applied across the organization in Connections Vieu
- All users start with the same filtered view
- Users can still adjust filters for specific use cases