Help Center

Creating and Saving Contacts filters

Filters let you narrow the Contacts Dashboard, Sales Pipeline, or Financial Accounts pages to just the records you care about. Saved filters give you one-click access to the same view every time.

Where Filters Are Available

• Contacts Dashboard
• Sales Pipeline
• Financial Accounts

Note: Saved filters created on one page are not shared across pages. Each page has its own saved filter list.

Ways to Filter

Depending on the page you are viewing, you may see several filtering options:

• Stage tabs — use the stage tabs at the top of the Sales Pipeline to narrow contacts by stage.
• Date filter — click the calendar icon to filter by Created At date.
• Sort — click the sort icon to sort by created or updated date.
• Saved Filters — click the filter icon with a heart to apply a saved filter.
• Segments — click the group-of-people icon to apply one of your saved segments directly from the current list.
• Add Filter — click the filter icon to create a quick single-field filter.
• Advanced Filters — use advanced filters for multi-field logic with AND / OR conditions.

Create a Quick Filter

1. Click the filter icon above the table.
2. The Filters panel opens.
3. Select a field, such as Stage, Source, Tag, or another available field.
4. Choose the filter value.
5. Apply the filter to update the page results.

Quick filters are useful when you only need to filter by one field or make a simple adjustment to the current view.

Build an Advanced Filter

Use Advanced Filters when you need more detailed logic, multiple conditions, or reusable audience criteria.

1. Click the filter icon to open the Filters panel.
2. Click Advanced Filters.
3. Choose an existing saved segment, or click Create one-time use segment.
4. Add conditions. Each condition includes a field, an operator, and a value. Common fields include:
   • Stage, Category, Tag, Source, Owner
   • Created At, Last Updated
   • Date of Birth, Age
   • Custom fields
5. Combine conditions with AND or OR.
6. Click Apply.

Example: Clients Nearing RMD

• Category equals Client
• AND Age is greater than 72

Example: Hot Pipeline

• In Pipeline? equals Yes
• AND Stage is in First Appointment or Pending
• AND Owner equals Me

Filter by Age

You can filter contacts by Age in Advanced Filters. Age is calculated automatically from the contact’s Date of Birth, so you do not need to maintain a separate age field manually.

1. Go to the Contacts page.
2. Click the filter icon to open the Filters panel.
3. Click Advanced Filters.
4. Search for or select Age.
5. Choose a condition.
6. Enter an age value if the selected condition requires one.
7. Click Apply.

Available Age Conditions

• Equals — find contacts of an exact age
• Does not equal — exclude contacts of a specific age
• Is greater than — find contacts older than a given age
• Is less than — find contacts younger than a given age
• Exists — find contacts with a Date of Birth on file
• Does not exist — find contacts missing a Date of Birth

Examples

• Age equals 65 — find contacts who are currently 65
• Age is greater than 72 — find contacts who may need RMD-related outreach
• Age is greater than 55 plus Category = Client — find clients nearing retirement

Important: Age is calculated in whole years from the contact’s Date of Birth. Contacts without a Date of Birth will only match the Does not exist condition.

Save, Apply, and Delete a Filter

Save a Filter

1. Apply your filter.
2. Click the Save button, shown as a floppy disk icon.
3. Enter a name for the filter.
4. Optionally mark the filter as Private so only you can see it.
5. Click Save.

Apply a Saved Filter

1. Click the filter icon with a heart to open saved filters.
2. Select the filter from the dropdown list.

Apply a Segment from the Toolbar

Use the Segments icon to apply a saved segment without leaving the Contacts page or Sales Pipeline.

1. Go to Contacts or Sales Pipeline.
2. Click the Segments icon in the filter toolbar. It appears next to the Saved Filters icon.
3. Select a segment from the dropdown. The current list reloads using that segment’s conditions.
4. To switch segments, open the dropdown again and select a different segment.
5. To clear the segment and return to the full list, click the Reset filters icon.

• The dropdown lists your segments in alphabetical order.
• If you do not have any segments yet, the dropdown shows a message and a Manage segments link.
• Applying a segment from this dropdown replaces the current segment selection rather than stacking another one on top.
• Applying a segment from this dropdown clears simple filters on the page, similar to applying a saved filter.
• The selected segment is reflected in the URL, so refreshing the page keeps the same filtered view.
• Manage segments opens the Contact segments page where you can create, edit, duplicate, or delete segments.

Delete a Saved Filter

1. Click the filter icon with a heart to open saved filters.
2. Find the filter you want to remove.
3. Click the trash icon next to the filter name.

Note: Private filters are only visible to the user who created them.

Which Field Should I Use?

Best Practices

• Save filters you use regularly. Rebuilding the same filter repeatedly wastes time.
• Use private filters for personal views and public filters for team views.
• Pair a saved filter with a bulk action to standardize recurring operations.
• Audit saved filters periodically. Delete filters that are out of date.
• Use segments for reusable audiences instead of rebuilding the same logic across filters.

Frequently Asked Questions

Can I share a private filter with a teammate?

No. To share it, unmark Private and save it as a public filter, or rebuild the filter as a segment.

Why does my saved filter return fewer contacts than I expect?

Check whether the filter is restricted to a specific stage tab, date filter, search term, or another active filter. The active filter chips at the top show what is currently applied.

Can I filter on custom fields?

Yes. Custom fields are available in Advanced Filters. Each custom field supports operators appropriate to its type, such as equals or greater than for numbers, and before or after for dates.

How is Age filtered for contacts without a Date of Birth?

Contacts without a Date of Birth match only Age does not exist. All other Age conditions exclude them.

Related Articles

• Creating Segments
• Contact Management Dashboard
• Sales Pipeline Management