Contacts Filter


Contacts Filter helps you narrow the list of contacts by adding a filter in the top row.

Find All was used in the picture, and then the word "customer" was typed in to filter. Now we see 4 of 10 Contacts. Linked To "Vendor" or blank for individuals are hidden.

You may have a feed of individual prospects coming from HubSpot, and you may have Contacts added daily in options like Orders, Ship To, Other button. Filter them here.









Related:

  Chapter 206 Contacts Search

Return to Help