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How to filter contacts?
How to filter contacts?
Premsanth Rajamani avatar
Written by Premsanth Rajamani
Updated over a week ago

Intent of the article -

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 -

  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

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

How to use contact filters?

  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

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