• Select the Filter button from your Contact List View 

  • You can save filters you use most with "My Saved Filter List"
  • Type in the "search filter fields" box to quickly find the filter you want
  • You can apply any number of filtering criteria for Contacts, Contact Activity, Associated Companies and Associated Deals


You can add multiple filters to your search:

  • Click on the icon to change the criteria to OR
  • Brackets group your searching criteria together
    • In the example below I can search for anyone who has a "client" contact status is either located in St. Louis OR has a deal

Looking to filter your Company list view? Check out this article.

Looking to filter your Deals list view? Check out this article.