Salesgear

This article explains how to filter contacts based on various conditions in the contact section.

Filtering contacts based on specific criteria can help you find the definite list of contacts and perform bulk actions for them. For example, you can create tasks for contacts that have a “sales” tag by setting a condition → Tags = “sales”.

The following are contact filters available -

Owners - this allows you to filter contacts based on their owners

Contact fields - you can set filters based on any of the following contact fields -

1. First Name
2. Last Name
3. Job title
4. Phone number
5. Mobile number
6. Other number
7. Company
8. Contact notes
9. Industry
10. Street
11. City
12. State
13. Country 
14. Zip code
15. Website
16. LinkedIn URL
17. Facebook
18. Twitter
19. Custom fields that you have in Salesgear

 Date - this allows you to filter contacts based on the following dates -

1. Contact created date
2. Updated date
3. First contacted
4. Last contacted

Sequence - you can filter contacts based on their status in a sequence -

1. Active in sequence
2. Completed in sequence
3. Added to sequence

1. Tags - you can filter contacts by tags
2. Owners - this allows you to filter contacts based on their owners
3. Contact fields - you can set filters based on any of the following contact fields -
   1. First Name
   2. Last Name
   3. Job title
   4. Phone number
   5. Mobile number
   6. Other number
   7. Company
   8. Contact notes
   9. Industry
   10. Street
   11. City
   12. State
   13. Country 
   14. Zip code
   15. Website
   16. LinkedIn URL
   17. Facebook
   18. Twitter
   19. Custom fields that you have in Salesgear
4.  Date - this allows you to filter contacts based on the following dates -
   1. Contact created date
   2. Updated date
   3. First contacted
   4. Last contacted
5. Sequence - you can filter contacts based on their status in a sequence -
   1. Active in sequence
   2. Completed in sequence
   3. Added to sequence

<b>Note</b>: With the filters - contact fields, date, and sequence, you can set multiple conditions using the ‘add’ functionality.

Click on the ‘contacts’ icon on the vertical side menu bar.

Click on the “Filter” button on top right above the contacts.

You will see the list of filters mentioned above.

Set the required filters and click on “apply filter”

You will now see the filtered contacts. From here, you can perform any of these actions -

1. Add these contacts to a sequence
2. Create tasks
3. Export them
4. Add tags
5. Remove tags
6. Delete

1. Click on the ‘contacts’ icon on the vertical side menu bar.
2. Click on the “Filter” button on top right above the contacts.
3. You will see the list of filters mentioned above.
4. Set the required filters and click on “apply filter”
5. You will now see the filtered contacts. From here, you can perform any of these actions -
   1. Add these contacts to a sequence
   2. Create tasks
   3. Export them
   4. Add tags
   5. Remove tags
   6. Delete

Intent of the article -

How to use contact filters?