Contact filters can help you easily find and organize customer data in the CRM system, group contacts by various criteria, and improve your workflow.
In this article, we will talk about how you can filter contacts and how to save filter settings.
To do this, go to the Contacts section, click Filter, and select the necessary filter criteria.
You can filter your contacts by the following parameters:
You can also filter your contacts by the fields you created for them.
If not all deal filter fields are displayed, click Change filter fields and select the filters you want to display.
Available with the Lite plan and above, as well as during the 7-day free trial
You can also save frequently used filters to reduce the time it takes to find the deals you need. To do this, select your filter criteria, click Select, and go to the page with the filtered data.
Click Save filterand save …