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