How to filter and save contact views

Grouping, sorting, and filtering your contacts helps you follow up faster, identify key groups, and focus on new leads. Use filters and saved views to organize contacts into groups, personalize outreach, and stay efficient.

For example, you can:

• Find contacts who have not interacted with you in a while so you know who needs a follow-up.
• Filter by source to see which channels bring you the most engaged contacts.
• Group contacts by location or time zone to schedule and message them more easily.
• Find contacts missing details, like a phone number or company name, to keep your view clean.

Set a filter

1. Go to the Contacts page.
2. Select the Filter dropdown.
3. Choose your filtering conditions.
4. To add more than one filter, select + Add condition.
5. Select Apply.

Save a filter as a view

Want to reuse your filters? Group and save them as a view for quick access.

From an existing filter

1. From the Contacts page, set and Apply your filters.
2. Select Save as view.
3. Name your view.
4. Select Create view.

Create a new view

1. Select the + to Create new view.
2. Name your view.
3. Select Create view.
4. Add filters and select Apply.
5. Select Save view next to the filter dropdown.