How to search contacts by filter
Contact filters can help you easily find and organize customer data in the CRM system, group contacts by various criteria, and improve your workflow.
In this article, we will talk about how you can filter contacts and how to save filter settings.
To do this, go to the Contacts section, click Filter, and select the necessary filter criteria.
Filter criteria
You can filter your contacts by the following parameters:
| Date created | Specify a time period, or select the Last ... days option. |
| First name, Last name, Email, Phone number | Enter contact information in the corresponding fields. |
| Assigned to | Select one or more team members assigned to your contact. |
| Source | Select the source using which your contact was added (chatbot, subscription form, landing page, Automation360, payments, API, integration, or manually. |
| Messaging platform | Specify one or more messaging platforms, and add links to them. |
| Location | Enter contact location and address. |
| Tags | Enter the tag linked to your contact. |
You can also filter your contacts by the fields you created for them.
If not all deal filter fields are displayed, click Change filter fields and select the filters you want to display.
Saving conditions for quick access
Available with the Lite plan and above, as well as during the 7-day free trial
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