1

Open the Client Contacts view

From the left-hand navigation bar, select Client Contacts to open your full contact list.Client Contacts view showing the table of contacts with search, filters, and sort options at the top
2

Search with keywords

Use the search bar at the top of the Client Contacts view to quickly find contacts by text that appears in their profile fields — such as first name, last name, company, or stage.
3

Filter by category

Open the Filters panel. You’ll see two main categories, each with multiple subfilters.

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Client Contact

Subfilters available under Client Contact:
  • First Name
  • Last Name
  • Last Interaction With
  • Active
  • Last Interaction Date
  • Last Activity Date
  • Stage

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Client

Subfilters available under Client:
  • Client (company) name
You can combine multiple subfilters from Client Contact and Client to narrow your results to the exact set of contacts you want to view.
4

Sort your results

Click the Sort option to arrange your contact list by the field of your choice.
Sorting options include:
  • Start Date
  • End Date
  • First Name
  • Last Name
  • Last Interaction Date
  • Last Activity Date
  • Company Name
  • Next Task Due At
Sorting can be applied together with filters to quickly focus on the most relevant contacts.
Filters you apply appear as chips at the top of the list. Remove any filter at any time by clicking the “X” on its chip to broaden your results again.