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Smarter Lists: filter existing contacts

Updated over a week ago

You can now filter contacts by whether key fields exist or are missing—Email, Mobile, LinkedIn URL, and CRM ID.

This lets you quickly isolate sync-ready contacts, prevent CRM errors, and save time on manual checks. Keep your lists clean and your workflows efficient with just a few clicks!


How to use Filters in your Surfe Lists:

  1. Go to Your Lists

  2. Select a List

    • Open the specific list you want to filter.

  3. Use the Filters

    • Filters are on the right side of the list view.

    • Combine filters such as:

      • Mobile = exists

      • Email = exists

      • LinkedIn URL = exists

      • Is in CRM = false

  4. Sort Your Contacts

    • Apply the filters to organize contacts based on missing or existing key information.


Check out this video to find out what's new in Surfe!

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