Contact Filters
Yujia Zheng avatar
Written by Yujia Zheng
Updated over a week ago

Video tutorial HERE.

In Contacts, we've designed several incredibly user-friendly filters, making finding the contacts you want a breeze. Let's walk through how to use them:

Click Contacts > Filters. All the filters are divided into three categories: Identification, Date, and Location.

In this example, we'll filter contacts via Tags. You can select between 'All,' 'Any,' 'Not,' and' Contains.' 'All' means the filtered contacts have both tags;' Any' means the filtered contacts have either or both tags; 'Not' excludes the contacts with these two tags; and' Contains' allows you to enter your own keywords.

Regarding date filters, you can choose a date range or a time period (today, a week, two weeks, etc.). You can also choose between "Since" and "Not Since". In this example, "Since" returns contacts created within the last two weeks, and "Not Since" returns all the contacts created two weeks ago.

You can always apply multiple filters by clicking on the "+ New Filter" and remove them by clicking on the "x" sign by the filter. For example, in the screenshot below, I am filtering out contacts with a cold lead status added in the past year and located in Australia.

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