Find and filter your contacts

What it is

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.

Where to find it

CRM > Contacts

Steps

1. Type a name, number or email into Search contacts.
   

   

2. 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.
3. Pick a sort, such as Newest activity, Newest added, Name A to Z or Highest rated.
4. If your account has its own fields, press Your fields to filter on them, for example a budget range or a move date.
   

   

5. Press the reset arrow at the end of the filter row to clear everything.
6. Click a row to open that contact’s record. The phone icon on a row calls them with RealDialer.
   

   

Good to know

• The count above the table shows how many contacts match.
• Pages show a set number of rows. Use Previous and Next at the bottom.
• When a filter view is useful, press Save as smart list to keep it.
• Cmd click or Ctrl click a row to open the record in a new tab.
• To search across everything on the account, not just contacts, use the search box in the top bar.