1

Open the Client Contacts view

From the left-hand navigation bar, select**Contacts ** to open your full contact list.Contacts2 Pn
2

Search with keywords

Use the search bar at the top of the 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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Contact

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

​
Company

Subfilters available under Company:
  • Company (client) name
You can combine multiple subfilters fromContact and Company 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.