Use the below guide to maximize Hatchbuck's filters and segment your Contacts based on a wide variety of fields available.
Search on the exact name or a part of a Contact's name
Search to see if the contact location is or is not in a particular city, state, zip or country
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
Select if the Sales rep is or is not and view available users from the drop-down menu
Search for a contact score that equals, is greater than, is less than, or is between particular numbers
Identify your lead sources in Account Settings to help identify where your contacts are from. Example Sources: tradeshow, adwords, website, referral
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
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.
View which contacts have unsubscribed, bounced, or complained of spam
Identify which contacts can and cannot be sent an email
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
Easily search by titles associated with your contacts. Example Titles: CEO, Consultant, CPA, CTO
Take a look at these great help articles for more filtering options