{"id":717,"date":"2026-10-12T08:39:06","date_gmt":"2026-10-12T13:39:06","guid":{"rendered":"https:\/\/realdialer.com\/help\/crm-find-contacts\/"},"modified":"2026-10-12T15:08:24","modified_gmt":"2026-10-12T20:08:24","slug":"crm-find-contacts","status":"publish","type":"rd_doc","link":"https:\/\/realdialer.com\/help\/crm\/crm-find-contacts\/","title":{"rendered":"Find and filter your contacts"},"content":{"rendered":"<h2>What it is<\/h2>\n<p>The Contacts room is a table of everyone in your CRM, with their type, temperature, rating, owner, open work and last activity. A row of filters narrows it down, and the smart lists on the left are saved filters you can open in one click.<\/p>\n<h2>Where to find it<\/h2>\n<p>CRM &gt; Contacts<\/p>\n<h2>Steps<\/h2>\n<ol>\n<li>Type a name, number or email into <strong>Search contacts<\/strong>.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-find-contacts-1.webp?v=1791835702\" alt=\"Search by name, number or email, narrow with the filters, reset with the arrow\" width=\"1440\" loading=\"lazy\" \/><figcaption>Search by name, number or email, narrow with the filters, reset with the arrow<\/figcaption><\/figure>\n<\/li>\n<li>Use the filter menus to narrow the list: type, temperature, tag, lead source, rating, call status and, for owners and managers, who it is assigned to.<\/li>\n<li>Pick a sort, such as Newest activity, Newest added, Name A to Z or Highest rated.<\/li>\n<li>If your account has its own fields, press <strong>Your fields<\/strong> to filter on them, for example a budget range or a move date.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-find-contacts-2.webp?v=1791835703\" alt=\"Your fields filters on your own contact fields\" width=\"1440\" loading=\"lazy\" \/><figcaption>Your fields filters on your own contact fields<\/figcaption><\/figure>\n<\/li>\n<li>Press the reset arrow at the end of the filter row to clear everything.<\/li>\n<li>Click a row to open that contact&#8217;s record. The phone icon on a row calls them with RealDialer.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-find-contacts-3.webp?v=1791835703\" alt=\"Pick a sort, click a name to open the record, or the phone icon to call\" width=\"1440\" loading=\"lazy\" \/><figcaption>Pick a sort, click a name to open the record, or the phone icon to call<\/figcaption><\/figure>\n<\/li>\n<\/ol>\n<h2>Good to know<\/h2>\n<ul>\n<li>The count above the table shows how many contacts match.<\/li>\n<li>Pages show a set number of rows. Use <strong>Previous<\/strong> and <strong>Next<\/strong> at the bottom.<\/li>\n<li>When a filter view is useful, press <strong>Save as smart list<\/strong> to keep it.<\/li>\n<li>Cmd click or Ctrl click a row to open the record in a new tab.<\/li>\n<li>To search across everything on the account, not just contacts, use the search box in the top bar.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The Contacts room is a table of everyone in your CRM, with their type, temperature, rating, owner, open work and last activity. A row of filters narrows it down, and the smart lists on the left are saved filters you can open in one click.<\/p>\n","protected":false},"featured_media":1954,"menu_order":0,"template":"","meta":{"_rd_doc_route":"\/crm\/contacts","_rd_doc_source_id":"crm-find-contacts","_rd_doc_checked":"2026-10-12","_rd_doc_meta_description":"The Contacts room is a table of everyone in your CRM, with their type, temperature, rating, owner, open work and last activity. A row of filters narrows it down, and the smart lists on the left are saved filters you can open in one click.","footnotes":""},"rd_doc_category":[19],"class_list":["post-717","rd_doc","type-rd_doc","status-publish","has-post-thumbnail","hentry","rd_doc_category-crm"],"_links":{"self":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/717","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc"}],"about":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/types\/rd_doc"}],"version-history":[{"count":3,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/717\/revisions"}],"predecessor-version":[{"id":1957,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/717\/revisions\/1957"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media\/1954"}],"wp:attachment":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media?parent=717"}],"wp:term":[{"taxonomy":"rd_doc_category","embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc_category?post=717"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}