How to use advanced filters on contacts/companies?

Advanced filters enable you to segment your prospect and customer data in a much more refined and precise way, improving the effectiveness of your communications, while ensuring you reach the ideal customer segment. And all in a very short time!

How do I apply an advanced filter to my contacts/companies?

1. Go to the Contacts page.
2. Click on Filter my contacts.
3. Select Advanced filters.
   
4. In this new window, you can apply a filter based on Contacts, Companies, Opportunities or Activities.
   

5. Select Contacts. You can now apply a filter to the contact field you want.
   Note that you can add up to 5 advanced filters using the Add button.
   

6. Once the source, field, operator and value have been entered. Click on Apply and Save.

7. Your filter has now been created and applied to the contact database! 🚀

What operators are available in advanced filters?

• Equals: groups all contacts with the value indicated in this field.
• Not equals: groups all the contacts with a different value than the one indicated in this field.
• Empty : groups all contacts with this field empty.
• Non-empty: groups all contacts with this field not empty.
• Contains: groups all the contacts whose value contains the indicated value.
  (⚠️For multiple choice fields, the contact must contain all indicated values)
• Does not contain : groups all contacts with a value that does not contain the indicated value.
• Including : groups all contacts including the indicated value.
• Excluding : groups all contacts excluding the indicated value.
• Starts with : groups all contacts whose value starts with the indicated value.
• Ends with : groups all the contacts whose value ends with the indicated value.