Faster Contact Filtering

We’ve made it faster and easier to find the right contacts. Your most-used filters are now always visible, so you can sort, segment, and take action without extra clicks.

What Changed (and Why It Matters)

Finding the right people in your database should be quick, especially when you’re following up, prospecting, or preparing for appointments.

Previously, filtering contacts required multiple steps:

• Open the Filter dropdown

• Choose a filter

• Select the criteria

Now, your most commonly used filters are available instantly at the top of your contacts list, saving time and keeping your workflow moving.

1. All Contacts

What it does: Shows your entire contact database. Why it matters: Use this as your starting point when you want a full view of your sphere, database size, or total contacts.

2. Leads

What it does: Filters your list to show only lead contacts. Why it matters: Perfect for daily follow-up, pipeline review, and staying focused on active opportunities.

3. Tags

What it does: Filters contacts by one or more tags (Buyer, Seller, Open House, Past Client, Newsletter, and more). Why it matters: Tags power your segmentation. Faster access means quicker outreach and more targeted communication.

4. Parked Contacts

What it does: Shows contacts that are temporarily set aside from your active workflow. Why it matters: Keeps your main contact list clean while still giving you quick access to contacts you may want to revisit later.

5. Assignee

What it does: Filters contacts by who they’re assigned to. Why it matters: Ideal for teams and shared lead management so you always know who owns the next follow-up.

6. Flow

What it does: Filters contacts based on what Flow they’re enrolled into (automation). Why it matters: Quickly see who’s being nurtured automatically and who may need manual follow-up or a new flow.

7. More

What it does: Gives you access to additional, less frequently used filters, including:

• Open House

• Birthday

• Child Birthday

• Home Anniversary

• Wedding Anniversary

• Work Anniversary

• Origin

• Title

Why it matters: These filters are perfect for more intentional outreach like anniversary check-ins, birthday touches, open house follow-up, or refining your database by where contacts came from. Keeping them under More keeps your main view clean while still giving you powerful options when you need them.