How to filter Contacts based on specific conditions?

How to filter Contacts based on specific conditions?

Users can use the filter icon in the Contacts Listing page to view Contacts that fall under a specific condition. For example, if a user wants to view a list of contacts that are from the Education industry, then a filter based on the condition; Industry equals Education can be applied. The article covers the steps to be followed for filtering out Contacts from the Contact pool, based on specific conditions.

Prerequisites

  1. Permissions:  Any role having Sales Access with read permission to Contact.
  2. Product Plans: All
  3. Activities to be Completed: None

Steps

Step 1
Click on the List button under the 'Contacts' tab on the homepage. This will lead to the  'All Contacts' form.



Step 2
Click on the funnel icon on the top right corner of the page close to the 'Add' button. This will pop up a side panel, in which the user will have the provision to set the filtering conditions.



Step 3
Select the columns based on whose values the results should be filtered; by clicking on the '+' button inside the panel. eg: owner, company name etc.



Step 4
After step 3, a set of input boxes (a drop-down and a text box); grouped by the column-name selected in step 3 will be displayed. If multiple columns were selected there will be multiple sets of input boxes displayed. Select the condition (equals, contains, in etc.)  from the drop-down list and type the value in the text box.



Step 5
After step 4, click on the 'Apply' button on the bottom right corner of the Filter panel. Now the filtered list of Contacts will be displayed on the page.