How to Filter Contacts by Pipeline Stage

This article will guide you through using the Contacts Filter to identify the assigned Pipeline Deal Card and its current stage.

Step 1

Click "Contacts" on the system's left side.

Step 2

Click on "Filters" at the top left of the Contacts page.

Step 3

Scroll down the filter list and click "Stage" to open the Stage pop-up.

Step 4

Click to choose if you will "Include" or "Exclude" the selected Pipeline list. The selected option will be highlighted with dark gray.

*Note: Most users click "Include" to review all Contacts assigned to a specific stage within a Pipeline.

Step 5

Click the dropdown menu at the top of the "Add Stages" menu, then click to select the Stag/es you want to add to the filter.

Step 6

Click the blue "Apply" or "Cancel" button to abandon the selection.

Step 9

Matching Pipeline Stage results will manifest on the Contacts Page.

*Note: Review "Contacts and Saved Filters Overview" to learn how to save any Filtered Contacts lists you create.