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
Navigate to your Contacts
Click on the Filter button
Set the criteria for your search by adding filters
Click the View contacts button to see the list of contacts that match the criteria
To adjust or remove your filter, click the Filter button and click the Reset button
Create a saved list
Enter criteria to filter your contacts
Click on the Save filtered contacts as a list
- Enter a name and click Save
- The new list will be added to your Contact lists
Update a saved list
Navigate to your Contacts
Click Contact Lists
Select a list
Click the ellipses button and choose Edit
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.
- Navigate to your Contacts
- Click the Sort button
- 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.
- Create a filter
- Add a field to the filter
- Select Is empty
- Click View contacts to see a list of contacts where the field is empty or save the filter as a list
