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How to Filter Contacts

Fran Robles avatar
Written by Fran Robles
Updated over a year ago

Article Shortcuts:

  1. How to Filter Contacts by Status

  2. How to Filter Contacts by Assignee

  3. How to Filter Contacts by Contact Date Created

  4. How to Filter Contacts by Campaign

  5. How to Filter Contacts by Campaign Start Date

  6. How to Filter Contacts Campaign Assigned Date

  7. How to Filter Contacts by Pipeline and Stages

  8. How to Filter Contacts by Custom Info

  9. How to Filter Contacts by Tags

  10. How to Filter Contacts with Invalid Numbers

'More Filter' feature is for customization options. The ability to filter contacts allows users to efficiently organize and manage their contact lists.

How to filter contacts by Status

  1. Go to the Contacts page

  2. Click More filter

  3. Click Status and select the status of contacts you want to show

  4. Click Ok and Apply

How to Filter Contacts by Assignee

  1. Go to the Contacts page

  2. Click More filter

  3. Click Assignee and select the assignee assigned to the contacts you want to show

  4. Click Ok and Apply

How to filter contacts by Contact Date Created

  1. Go to the Contacts page

  2. Click More filter

  3. Click Contact Date Created and select the date/s you want to show

  4. Click Ok and Apply

How to Filter Contacts by Campaign

  1. Go to the Contacts page

  2. Click More filter

  3. Click Campaigns and select the campaign the contacts are in that you want to show

  4. Click Ok and Apply

How to filter contacts by Campaign Start Date

  1. Go to the Contacts page

  2. Click More filter

  3. Click Campaign Start Date and select the date/s you want to show

  4. Click Ok and Apply

How to filter contacts Campaign Assigned Date

  1. Go to the Contacts page

  2. Click More filter

  3. Click Campaign Assigned Date and select the date/s you want to show

  4. Click Ok and Apply

How to filter contacts by Pipeline and Stages

  1. Go to the Contacts page

  2. Click More filter

  3. Click Pipeline and Stages and select the pipeline and stages of contacts you want to show

  4. Click Ok and Apply

How to filter contacts by Custom Info

  1. Go to the Contacts page

  2. Click More filter

  3. Click the custom info you want to show

  4. Click Ok and Apply

NOTE: In the sample GIF below, you will see I added a “Business” custom info, then I typed “hair salon”. All contacts involved in this specific industry will show.

How to filter contacts by Tags

  1. Go to the Contacts page

  2. Click More filter

  3. Click Tags and select the tag attached to the contacts you want to show

  4. Click Ok and Apply

How to filter contacts with invalid numbers

  1. Go to the Contacts page

  2. Click More filter

  3. Click Contacts with Invalid Numbers

  4. Click Apply

NOTE: Invalid numbers may be caused if: A number is a landline number (L), or it is an unreachable destination.

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