The Contact Table filters help you create Contact Tables and Contact Segments. You can also add or remove table columns from your Contact Table View and export your contacts to a CSV file.

To start, make sure you are on the Contacts page. You will see your filter options on the left side of this page. Let's go over each of the filter options so you know which ones you want to use.

You can choose a specific date range or one of these options; YTD, Last Year, This Month, Next 7 Days, Last 30 Days, This Q1, This Q2, This Q3, This Q4, Today, Yesterday, or Custom Range. Once you have selected your date range, click on Apply to save the filter.

If you want to create a Contact Table based on the contact's last name, you can use this filter to narrow down your contacts.

You can use this option to filter your contacts by the contact role you have assigned to them in your account. Using the Contact Roles filter only filters the contacts on a global level.

This means that if you have a contact that's part of a transaction, they may have a different contact role for that transaction than what they have on the Contacts page. The filter will only narrow down the contact's role based on what is assigned globally on the Contacts page.

If you want to filter by the contact role, click on Edit and check the box(es) next to the role(s) you want. You can also add a new contact role from here if you need to.

Each contact can be assigned a Contact Group that they belong to. This makes it easier to filter by a specific type of contact such as Inspectors, Lenders, etc.

To use this filter, click on Edit and check the box next to the group(s) you need. You can also add a new one here as well.

It's helpful to know where your contacts came from, and even better to be able to filter by the lead source. This can give you a view of your selected lead source(s) to see where you're getting the most engagement.

Click on Edit next to Contact Lead Source to select the one(s) you need or to add a new one.

This filter allows you to narrow down your contacts based on the business they are with. Click on Edit and then check the box next to the business(es) you want to filter by.

Since there is a lot of information that goes into adding a business, you are not able to add one inside of the filter option. Instead, you will have to go to the specific contact's details or the Filters page in the hammer icon.

Tags are a helpful way of identifying your contacts. You can filter your contacts by clicking on Edit next to the Contact Tags section under the Contact Table Filters. Click on the box next to the tag you want to filter by and then close out of the Contact Tags option. The Contact Table will show all of the contacts with that tag.

In order to use this filter, you will need to make sure you have applied the tag to the contact. This can be done by going to the contact's personal details section.

If you have other team members in your organization, you can filter the contacts by who created the contact. To do this, click on Edit and then check the box next to the name you want to filter by.

Much like the Contact Business filter, if you need to add a team member to your organization, you will need to go to your Settings (gear icon) and select Organization & Users.

The columns that you see in the Contact Table View can change based on what you need to see. You can add or remove columns when creating Contact Tables or Contact Segments.

Two columns are static and can't be removed. Those columns are Name and Delete. Otherwise, click the Table Columns button to select the columns you want to add to your Contact Table View. Be sure to scroll down to see all of your options before clicking on Update.

This option shows any team member in your organization that you've shared your Contact Table with.

Clicking on the Export CSV button will download a CSV file for all the contacts visible on your current Contact Table. You can use several different software to open the file including Excel, Google Sheets, Numbers, etc.