Filter and search your contacts
Build advanced filters across contact, activity, and custom fields to find exactly the contacts you need.
The Filters panel on your Contacts list lets you narrow your database to an exact slice — say, buyer leads in a ZIP code with no calls in the last 30 days. You stack conditions in a visual query builder, and the list updates to match.
Open the Filters panel
The Filters panel sits at the top of Contacts. Use the filter toggle in the list header to show or hide it. When you have conditions applied, the toggle shows an active-filter count badge so you always know how many filters are shaping the list.
The query bar reads left to right: each condition is a chip you can click to edit, and a match selector at the front decides whether contacts have to meet all of your conditions or any of them.
Build a filter condition
Each condition combines a field, a condition (operator), and a value. Add as many as you need.
Add a filter
In the Filters panel, choose Add filter. A drawer opens with the field picker.
Pick a field
Fields are grouped by category: Contact, Addresses, Emails, Calls, SMS, Tasks, Opportunities, Meetings, Workflows, and Custom Fields. Pick one — for example, Stage, Source, Tags, Assigned user, Lead score, City, State, ZIP code, or Last contacted.
Choose a condition
The operators offered depend on the field type. Text fields support contains words, contains phrase, starts with, equals, is any of, and is present / is not present. Number fields like Lead score add is greater than, is less than, and is between. Date fields like Last contacted add is on, is before, is after, is between, and is in the last. Select fields like Stage use is any of / is not any of.
Set the value
Enter or pick a value. Multi-select fields show checkboxes, ranges show From / To boxes, and is in the last shows an amount plus a unit (day, week, month, or year). Presence operators like is present need no value.
Apply
Choose Done to apply. The list refreshes and the condition appears as a chip in the query bar.
Set the match selector to any to build an "or" list — for example, contacts whose Source is any of Zillow, Facebook, or Referral. Use all when every condition must be true at once.
Filter by activity and pipeline
You can also filter on what's happened with each contact. The Calls group covers Has calls, Call direction, Call outcome, and Last call date. The SMS group covers Has SMS and Last SMS date. The Tasks group covers Has open tasks, Has overdue tasks, and Task due date.
The Opportunities group filters by Has active opportunity and Opportunity status (Active, Pending, Closed, Lost, Archived, or Deleted), which map to your Pipeline. The Meetings group filters by Meeting start date from your Calendar, the Workflows group filters by Workflow status for contacts in your Workflows, and the Custom Fields group surfaces any custom fields your team has defined.
Group, edit, and clear filters
For more complex logic, add a group: a nested set of conditions with its own all/any match. This lets you express things like "assigned to me and (in the Buyer stage or lead score above 80)."
To change a condition, click its chip and edit the field, operator, or value. To remove one, delete its chip from the query bar. To start over, clear all filters — the active-filter count badge returns to zero and the list shows your full database again. When a filter set is worth keeping, save it as a smart list so you can reload it in one click.
Filters live in the page URL, so you can bookmark a filtered view or share the link with a teammate and they'll land on the same set of contacts.
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Last updated 2026-06-21