Filter the Contact List View

Filter for the information most important to you based on contact, contact activity, company, and deal data.

Written by Lindsey Stroud
Updated over a week ago

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 "prospect" as the contact status and is in either the 25-35 or 35-50 age range.