Filter Contacts - Documentation

Filter Contacts

Find contacts by tag, action, assigned member, or search

Filter your contacts

Go to Contacts and use the filters in the table header:

  • Tags - Click the Tags column header and select a tag to filter by
  • Actions - Click the Actions column header and select an action
  • Assigned to - Filter by the team member a contact is assigned to
  • Search - Use the search bar to find contacts by name
  • Sort - Sort by total spent or last messaged

Filters can be combined. Click the active filter again and select “All” to clear it.

Filter contacts

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