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.

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