Grouping, 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 into groups, personalize outreach, and stay efficient.
For example, you can:
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Find contacts who have not interacted with you in a while so you know who needs a follow-up.
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Filter by source to see which channels bring you the most engaged contacts.
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Group contacts by location or time zone to schedule and message them more easily.
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Find contacts missing details, like a phone number or company name, to keep your list clean.
Filtering conditions
| Field | How you can filter |
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First interaction date
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Last interaction date
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Next interaction date
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| Phone number |
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| Company |
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| Job title |
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| Name |
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| City |
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| State |
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| Country |
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| Time zone |
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| Source |
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| Created on |
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| Scheduling question responses |
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Set a filter
- Go to the Contacts page.
- Select the Filter dropdown.
- Choose your filtering conditions.
- To add more than one filter, select + Add condition.
- Select Apply.
Save a filter as a list
Want to reuse your filters? Group and save them as a list for quick access.
- From the Contacts page, set your filters.
- Select the All contacts dropdown in the top left corner.
- Select Create new list.
- Name your list.
- Select Create list.