Creating and managing contact lists

This article applies to:

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. Click the Add a filter, and select a filter from the the drop down menu. Filters can be events, tags, or fields from the contact record

  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

Create a saved list

Pro Tip! Saved contact lists are updated in real time, to include contacts that meet the criteria set in your filters. A contact may also be removed from the saved contact list, if the contact no longer meets the criteria set in your filters.

  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

  5. Click View all contact lists to view all of your contact lists, and toggle visibility on contact lists.

Update 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

Find contacts without information

You can create a filter to find contacts that are missing information, such as a phone number or email address. 

When using the filter for email, phone, or fax fields, Keap will search all standard types (work, personal, other, mobile), but does not search any custom fields that are a phone or email type. Custom phone and email fields can be filtered by "is empty" or "is filled" individually.

  1. Create a filter
  2. Add a field to the filter
  3. Select Is empty
  4. Click View contacts to see a list of contacts where the field is empty or save the filter as a list