How to filter and save contact lists

Sorting and filtering your contacts helps you follow up faster, identify key groups, and focus on new leads. Use filters and saved lists to organize contacts, personalize outreach, and stay efficient.

For example, you can:

• Find contacts who booked in the last 30 days

• Segment leads by company size or location

Set a filter

1. Go to the Contacts page.
2. Select the Filter dropdown.
3. Choose your filtering conditions.
4. To add more than one filter, select + Add condition.
5. Select Apply.

Save a filter as a list

Want to reuse your filters? Save them as a list for quick access.

1. From the Contacts page, set your filters.
2. Select the All contacts dropdown in the top left corner.
3. Select Create new list.
4. Name your list.
5. Select Create list.