Searching and filtering contacts

As your CRM grows, search and filters help you find exactly the contacts you need.

Search

Use the search box (placeholder "Search name, email, phone, company...") to search across:

• First or last name
• Email
• Phone
• Company name

Filters

Alongside search, you can narrow the list with these dropdowns:

• Type — All types, Lead, Customer, Reseller, or Partner. See Contact types explained.
• Status — All statuses, Interested, Not Interested, In Follow Up, Dormant, or Qualified. See Contact statuses explained.
• Assigned to — Assigned to me, Assigned to others, Not assigned, or a specific team member. See Assigning contacts to team members.
• Archive — Active (default), Archived, or All. See Archiving contacts.

Combining search, filters, and tabs

Search and filters work together, and they also combine with the pipeline tabs at the top of the list. For example, you can select the In follow-up tab, filter by Assigned to me, and search for a company name to zero in quickly.

Tip: By default the list shows Active contacts only. Switch the Archive filter to Archived or All to see contacts you've archived.