Filters help you build a precise list of contacts based on conditions. This is essential for scaling because it lets you run actions safely on the right group.
Common use cases:
“All contacts tagged ‘Sales’ and owned by Alex”
“Contacts added this week”
“Contacts currently active in a sequence”
“Contacts in a specific stage/state (via fields/tags/custom fields)”
Filter types available
Tags
Owners
Contact fields (including custom fields)
Dates (created, updated, first contacted, last contacted)
Sequence status (active, completed, added)
Step-by-step: Apply filters
Go to Contacts
Click Filter
Choose the filter type(s)
Add conditions (use Add for multiple conditions)
Click Apply Filter