Matched vs All Plans
When to use your personalized feed versus full search.
Use Matched for day-to-day prospecting. Use All Plans when you need a specific sponsor, EIN, or a filter combination that is not in your feed.
- Matched — personalized list based on Match Criteria. Best default home for new work. Must-have prefs hard-filter this feed; Nice prefs (especially recordkeepers) boost rank so preferred platforms float near the top.
- All Plans — full Form 5500 search. Name searches directly; Describe turns plain English into filters when enabled. Open a team saved search to update it in place. Export CSV downloads the rows currently shown, or selected rows when any are checked — not the full filtered universe.
- Both open the same plan drawer: Enrich company → Find contacts → add to Pipeline.
Tip: ⌘K / Ctrl+K jumps to All Plans, Matched, Pipeline, Settings, and Match Criteria without leaving the keyboard.