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How to filter and save contact lists

Updated March 26, 2026·2 min read
Available to all users on all plans.View plans

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:

  • Find contacts who have not interacted with you in a while so you know who needs a follow-up.
  • Filter by source to see which channels bring you the most engaged contacts.
  • Group contacts by location or time zone to schedule and message them more easily.
  • Find contacts missing details, like a phone number or company name, to keep your list clean.

Field

How you can filter

First interaction date

  • All interactions
  • Meetings
  • Emails
  • Is today
  • Is yesterday
  • Is within
  • Is not within
  • Is before date
  • Is after date
  • Is between dates
  • Is blank

Last interaction date

  • All interactions
  • Meetings
  • Emails
  • Is today
  • Is yesterday
  • Is within
  • Is not within
  • Is before date
  • Is after date
  • Is between dates
  • Is blank

Next interaction date

  • All interactions
  • Meetings
  • Emails
  • Is today
  • Is yesterday
  • Is within
  • Is not within
  • Is before date
  • Is after date
  • Is between dates
  • Is blank

Phone number

  • Is
  • Is blank
  • Contains
  • Starts with

Company

  • Is
  • Is blank
  • Contains

Job title

  • Is
  • Is blank
  • Contains

Name

  • Is
  • Is blank
  • Contains

Email

  • Is
  • Is blank
  • Contains

City

  • Is
  • Is blank
  • Contains

State

  • Is
  • Is blank
  • Contains

Country

  • Is
  • Is blank
  • Contains

Time zone

  • Is
  • Is blank

Source

  • Is
  • Is blank

Created on

  • Is
  • Is today
  • Is yesterday
  • Is within
  • Is not within
  • Is before date
  • Is after date
  • Is between dates

Scheduling question responses

  • Is blank
  • Contains
  • Starts with

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? Group and save them as a list for quick access.

From an existing filter

  1. From the Contacts page, set and Apply your filters.
  2. Select Save as list.
  3. Name your list.
  4. Select Create list.

Create a new list

  1. Select the + to Create new list.
  2. Name your list.
  3. Select Create list.
  4. Add filters and select Apply.
  5. Select Save list next to the filter dropdown.
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