How do I apply a filter to my contact list?
First off, head over to the Contacts Page. You should see a list of contacts similar to what is pictured below.
To apply a filter, simply open up one of the menus on the left and select the filter that you would like to apply.
Once you click a filter, it'll disappear from the list on the left and appear over the list of contacts next to the Active Filters label.
What happens when I apply multiple filters?
If you apply filters, the results will only return contacts who meet ALL of the criteria.
For instance, in the image below, the list of contacts are in the New Lead Campaign who also are assigned to the staff member named Jimmy Hammersticks.
How can I search for contacts?
Searching for contacts is super simple. On the Contacts page, just type in your search query in the search box at the top of the page!
NOTE: You can search for contacts by first name, last name, email, and phone number. Just type one of them into the search box and we'll do the rest!
Can I combine filtering and searching?
Absolutely! If you have filters applied and then type in a search query, it will only search within the contacts that meet the filter criteria.
If you are searching within a filter(s) and can't find the results you need, try removing the filters and searching again!