How do I filter contacts by tags or custom fields?
Build saved views to focus on the contacts you care about right now.
Open Contacts and click the filter icon at the top of the list. Add filters by tag, contact type, lead source, owner, last contact date, or any custom field you've defined. Filters stack, so you can show only "Past customers in Dallas with no contact in the last 90 days," for example.
Click "Save view" to keep the filter for next time. Saved views appear in the dropdown next to the page title, and you can pin the ones you use most. Each member's saved views are private to them.
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More in Contacts
How do I choose the default country for phone numbers?
Set your workspace country to choose the default calling code and the first country in phone menus.
How do I import contacts from a CSV?
Download the template, fill it in, and upload it from the Contacts page.
How do I import accounts, opportunities, vendors or contractors from a CSV?
Every list has an Import CSV button and its own template to fill in.
How do I merge duplicate contacts?
Combine two contacts into one, keeping all of their projects, messages, and history.