Use the below guide to maximize Hatchbuck's filters and segment your Contacts based on a wide variety of fields available. 


Contact Name

Search on the exact name or a part of a Contact's name


Contact Location

Search to see if the contact location is or is not in a particular city, state, zip or country 



Contact Phone

Search to see which contacts have or do not have a particular number associated to their contact record.

-- This is also an easy way to search for contacts in a specified area code



Sales Rep


Select if the Sales rep is or is not and view available users from the drop-down menu



 

Contact Score

Search for a contact score that equals, is greater than, is less than, or is between particular numbers

 


Contact Source 

Identify your lead sources in Account Settings to help identify where your contacts are from. Example Sources: tradeshow, adwords, website, referral

 

Contact Status

Filter to see if a contact status equals or does not equal an option from your drop-down menu

-- Select if a contact was advanced to a particular status within a certain time period

 

 



Email Address

Type in an email address or portion of an email address to search for contacts in your database.

 

**TIP: Selecting "does not start with" and leaving this field blank will show you all of your contacts that do NOT have an email address. 


Email Deliverability


View which contacts have unsubscribed, bounced, or complained of spam

Identify which contacts can and cannot be sent an email



Event

Search Contacts that have events associated with their record. Example Events: Birthday, Renewal Date, Trade show, Lunch & Learn


 

Follow Up Status

Manage these in Account Settings. View Contacts that have been neglected or have engaged with you




Last Contacted Date

Check to see when contacts were last communicated with

- Search to see if they have been contacted on, before, after, or between certain dates



Position Title

Easily search by titles associated with your contacts. Example Titles: CEO, Consultant, CPA, CTO



Referred By



Take a look at these great help articles for more filtering options