Combine treatments, brands, and geography to turn thousands of clinics into a workable target list.

Using Filters

Lesson overview

This lesson covers every filter Rare.Monitor supports: Treatments (with Any, Require, and Hide logic), Service Classifications, Manufacturers and Brands, Company Size, Territory, and saved Lists. By the end you'll know how to combine them to surface exactly the clinics you want, and save the result.

Step-by-step instructions

  1. 01

    Explore Filter Options

    After logging in, you'll land on the Sales Execution page. At the top, you'll find filter buttons: Treatments, Service Classifications, Manufacturers and Brands, Company Size, Territory, My Lists.
    Screenshot from the Rare.Monitor how-to guide for Using Filters, illustrating "Explore Filter Options".

  2. 02

    Apply Treatment Filters

    Select the Treatment Types filter. There are three ways to apply filters based on the treatments offered: - Any: show clinics offering any of the selected treatments. - Require: show clinics that must offer all selected treatments. - Hide: exclude treatments you don't want in the results.
    Screenshot from the Rare.Monitor how-to guide for Using Filters, illustrating "Apply Treatment Filters".

  3. 03

    Refine by Classification and Brands

    Refine further by service classifications, brands and company size. - Add Healthcare Professional under Require to focus on qualified clinics. - Use Service Classification to filter by clinic type (e.g., beauty, dentistry). - Combine with Brands: select a manufacturer (e.g., IBSA) and product (e.g., Profhilo). - Filter by Company Size (micro, small, medium, large).
    Screenshot from the Rare.Monitor how-to guide for Using Filters, illustrating "Refine by Classification and Brands".

  4. 04

    Narrow by Size and Location

    Filter by location using a post code or the name of a city or town (e.g., B1 for Birmingham city centre).
    Screenshot from the Rare.Monitor how-to guide for Using Filters, illustrating "Narrow by Size and Location".

  5. 05

    Save to a List

    Once you have applied all relevant filters, save the results in a list for prospecting. Select Options in the top right and 'Add Search to List'. Lists can include up to 500 clinics from your search results.
    Screenshot from the Rare.Monitor how-to guide for Using Filters, illustrating "Save to a List".

Watch more in this series

Next: Territory Building & Mapping. Once you can filter, the next step is grouping clinics by region: drawing your own territories on the map and running searches inside them.

First-step screenshot from the Getting Started lesson, showing the relevant area of Rare.Monitor.

01

Getting Started

The fastest path from your account credentials to your first prospect list.

4 min video

First-step screenshot from the Territory Building & Mapping lesson, showing the relevant area of Rare.Monitor.

03

Territory Building & Mapping

Draw your own sales territories on the map, then search inside them.

5 min video

First-step screenshot from the Creating and Managing Lists lesson, showing the relevant area of Rare.Monitor.

04

Creating and Managing Lists

Turn a filtered search into a saved, exportable list, then visualise it on the map.

5 min video

First-step screenshot from the Regional Analysis lesson, showing the relevant area of Rare.Monitor.

05

Regional Analysis

Compare regions side by side to spot where your opportunity is densest.

2 min video

First-step screenshot from the Create Training Courses & Modules lesson, showing the relevant area of Rare.Monitor.

06

Create Training Courses & Modules

Schedule training, log attendees, and link training activity to sales performance.

4 min video

First-step screenshot from the Managing and Recording CRM Records lesson, showing the relevant area of Rare.Monitor.

07

Managing and Recording CRM Records

Log calls, sales, training, and product engagement against every account.

5 min video