Select the Filter button from your Contact List View

  • You can save filters you use most with "My Saved Filter List"
  • Type in the "search filter fields" box to quickly find the filter you want
  • You can apply any number of filtering criteria for Contacts, Contact Activity, Associated Companies and Associated Deals

You can add multiple filters to your search:

  • Click on the & icon to change the criteria to OR
  • Brackets group your searching criteria together. In the example below I can search for anyone who has a "client" contact status & is either located in St. Louis OR has a deal

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