Creating and managing contact lists

You can filter your contacts based on specific criteria or create a Contact List with that specific criteria, which will allow you to quickly take action  (i.e. "Potential leads" - follow up , sending email, etc.)

Filter Contacts

1. Navigate to your Contacts 
   

2. Click on the Filter button
   

3. Set the criteria for your search by adding filters
   

4. Click the View contacts button to see the list of contacts that match the criteria
   
   

5. To adjust or remove your filter, click the Filter button and click the Reset button

Creating a Saved List

1. Enter criteria to filter your contacts 

2. Click on the Save filtered contacts as a list
   

3. Enter a name and click Save
   
   
4. The new list will be added to your Contact lists
   

Updating a Saved List

1. Navigate to your Contacts 
   

2. Click Contact Lists
   

3. Select a list
   

4. Click the ellipses button and choose Edit
   

5. Adjust the criteria and click Save list or Save as a new list
   

Sort contacts

By default your contacts are sorted by date added, newest first. You can change this with the sort button on your all contacts tab or when viewing the contacts associated with a company. After you log out, your contacts will return to being sorted by date added, newest first.

1. Navigate to your Contacts 
   
2. Click the Sort button
   
3. Select an option to sort your contact list