Using Filters in Rare Monitor

Lesson Summary

In this lesson, you’ll learn how to use filters to target the exact types of clinics you want to reach. We’ll cover treatments, service classifications, brands, company size, and geography. You'll learn how to:

• Use Any, Require, and Exclude filters for treatments.

• Combine treatments with brands and classifications.

• Filter clinics by company size, geography, and other attributes.

• Save your refined results into a list.

Step-By-Step Instructions

  • 1

    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
    Image of the Rare Monitor Dashboard
  • 2

    Apply Treatment Filters

    Select Treatment Types filter. There are three ways to apply filters to your search results 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.
    Rare: Monitor filters
  • 3

    Refine by Classification and Brands

    You can refine your search further by filtering 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).
    Step illustration
  • 4

    Narrow by Size and Location

    You can also filter by location using a post code or the name of a city or town (e.g., B1 for Birmingham city centre).

    Clinic level page on Rare: Monitor
  • 5

    Save to a List

    Once you have applied all relevant filters you can 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.

    Step illustration
Emoji icon 1f64c.svg

Next Steps

In this lesson, you learned how to use filters to refine your searches. In the next video, we’ll cover how to build lists and territories for ongoing sales campaigns.

Watch More Videos In This Series

Partner logo

Getting Started On Rare: Monitor4 min video

In this video, Ben walks you through logging in, navigating the main dashboard, and running your very first search. If you’re brand new to Rare Monitor, this is the perfect place to begin.




Check out the content
Boliviainteligente 75vdelt3bi unsplash (1)

Creating & Managing Lists in Rare Monitor5 min video

Learn how to create, save, and manage your own lists, export data into your CRM, and visualise lists on a map for field planning.

Check out the content
Kush dwivedi 6nei9o97vju unsplash (1)

Identify Geographical Opportunities and Build Territories14 min read

Learn how to compare regions, evaluate treatment demand, identify hotspots, and build territories based on real-world data.

Check out the content
Partner logo

Map-Based Prospecting & Territory Planning4 min video

In this video, we show you how to search geographically inside Rare Monitor, using postcode searches, map views, and custom territories to find the right clinics in the right areas.


Partner logo

CRM Tools in Rare Monitor: Log Calls, Track Sales & Record Activity4 min video

In this video, we help you log calls, record sales interactions, track product pitches, and monitor customer engagement. 




Partner logo

Training Courses in Rare Monitor: Build, Schedule & Track Your Sessions4 min video

In this video, we show you how to create training courses in Rare: Monitor from building modules and adding products, to scheduling sessions and registering attendees.