Contact Filters & Saved Views
Filtering
The contact list has a powerful filter bar at the top:
- Search: Find by name, email, phone, or company
- Status: Filter by contact status (New, Qualified, Won, etc.)
- Source: Filter by lead source
- Tags: Filter by tag
- Owner: See contacts assigned to you or unassigned ones
Click Filter to apply, or Clear to reset.
Saved Views
After applying filters, you can save the current filter combination as a Saved View:
- Apply your desired filters
- Type a name in the "Save this filter as…" field
- Click 💾 Save View
Saved views appear as quick-access buttons above the contact list.
Contact Lists
A saved view stores a filter, so what it shows changes as your data does. When you need a fixed set of specific people instead — "Q3 Targets", "Met at the trade show" — use a contact list: tick the contacts, then choose 🗃️ Add to List. Lists are private to you unless you share them, and are available to every role. See Contact Lists: Organising Contacts by Hand.
Bulk Actions
Everyone can select contacts and add them to a list. The actions that change or destroy data — Delete, Change Status and Assign To — remain restricted to managers and administrators.
Select multiple contacts using checkboxes, then apply actions:
- 🗑️ Delete — Remove selected contacts
- 📊 Change Status — Update status for all selected
- 👤 Assign To — Assign contacts to a team member
- 🏷️ Add Tag — Apply a tag to selected contacts