Contacts and pipelines

Search and filter contacts, and save segments

Choose All contacts in the Segments menu, or clear the search box and untick the tags.

Find any customer in seconds, narrow your list by tag, score, date and more, and save a filter as a segment to reuse.

Steps

Click Contacts in the sidebar (1) and type in the search box (2). You can search by name, phone or email. The list updates as you type.

The Contacts page searched for Meera, with Contacts marked 1 and the search box marked 2
Click Filter by tags (2) and tick one or more tags to show only contacts that have them.

The Filter by tags menu with the button marked 2
Click Advanced filters for more. The Filter contacts panel (2) lets you narrow by tags, Lead score (0 to 100), the Created between dates and Lead source. The Quick filters (3) switch on Opted out, Has email or Has company.

The Filter contacts panel with the panel marked 2 and the Quick filters marked 3
Found a filter you will use again? Open Segments, choose Save current filters as segment (2) and give it a name. Your saved segments (3), for example Hot leads, are listed below. Pick one to apply its filters in one click, or use the pencil and bin icons to rename or delete it.

The Segments menu with Save current filters as segment marked 2 and a saved segment marked 3

How do I clear my filters?

Choose All contacts in the Segments menu, or clear the search box and untick the tags.

Does a segment update by itself?

A segment stores the filters, not a fixed list. When you open it, it shows the contacts that match the filters now.

Can I export only the filtered contacts?

Yes. The export includes the contacts currently shown. See Import and export contacts.

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