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 Contacts in the side nav
Click on the Filter icon
Set the criteria for your search by adding filters
Contact Fields
Custom Fields
Other (tags)
Click View contacts button to see the list of contacts that match the criteria
To reset the filter or see all contacts again, click the Filter button and click Reset button in the modal.
Creating a Saved List
Enter the criteria to filter your contacts
Click on the Save filtered contacts as a list
- Enter a name and click Save
- Click Remove to clear out the criteria or Reset to start over
Updating a Saved List
Navigate to Contacts
Click Contact Lists
Find and open up your list.
Click the ellipses and choose Edit
Adjust criteria as needed and then click Update List or Save as a new list