Filter Contacts and Save Views
Use filters, columns, sorting, and saved views to work with focused contact lists.
Filters and saved views help each team member work from the contact list that matters to their job.
Use views for repeatable work queues, not just one-time searches. A good saved view helps the team return to the same segment consistently.
Filter Contacts
Open CRM > Contacts and use the table filter controls to narrow the list. Contacts can be filtered by standard fields such as status, name, email, phone, tags, dates, and supported custom fields.
Use filters to answer questions such as:
- Which contacts are leads?
- Which contacts are customers?
- Which contacts came from a specific campaign?
- Which contacts are missing phone numbers?
- Which contacts belong to a certain region or segment?
Apply one filter at a time when building a new view. After each filter, scan the result count and first few rows. This makes it easier to spot a filter that is too narrow, too broad, or using a stale value.
Search Inside Contacts
Use search when you know part of a name, email, phone number, account, or other visible contact detail. Search is best for finding a specific person. Filters are better for repeatable segments such as leads, customers, or imported rows.
Clear search before saving a long-term view unless the view is intentionally built around that search term.
Sort Contacts
Select a sortable column header to order the table. Sorting is useful for date review, name-based review, recently created contacts, or recently updated segments.
Manage Columns
Use the columns control to show or hide table columns. Show only the fields needed for the workflow you are doing. For example, a cleanup view may include name, email, phone, status, tags, and lead source.
Save a View
Saved views keep a table setup for later use. A view can preserve filters and sorting so you can return to the same working list.
Common contact views include:
- New leads.
- Unassigned contacts.
- Customers.
- Imported contacts to review.
- Contacts by region.
- Contacts missing key details.
Name views after the work they support, not only the filter value. Leads to qualify is clearer than Status = lead because it tells the team what to do
with the list.
Use Views for Bulk Work
Before bulk editing, exporting, or assigning contacts, open the saved view and confirm every filter still applies. Then select only the rows that should change. If the action affects many contacts, run it on a small visible selection first.
After the bulk action completes, refresh the view and spot-check several records to confirm the intended field changed and unrelated contacts were not included.
Review Before Bulk Actions
Before using a saved view for bulk edits or exports, scan the first page of results and confirm the filters still match the intended segment.
View Maintenance
Update saved views when custom fields, statuses, tags, or team process changes. Old views can quietly hide important contacts or include stale segments.
Troubleshooting
If a contact is missing from a view, clear filters and check status, tags, custom fields, owner, and account links.
If a view is too broad, add one more filter before saving it for team use.
If a saved view shows no contacts, clear search first, then remove filters one at a time until the missing condition is obvious.