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Filter contacts by assigned user

Note: we’re in the process of making some changes to improve the CRM. Your CRM may look a bit different now, but the functionality is the same.

Here's how to find all of the contacts assigned to one user:

  • Go to the main Contact list by selecting "Contacts" in the navigation bar.
  • Select “Assigned user” in the “Sort and filter” section on the left.
  • In the dialog that appears, tick the box(es) to the left of the appropriate user's name(s) and apply the filter.
  • Need to assign contacts to a user? Learn how to assign contacts to a user here.
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Keywords:
Filtering, user activity, report, filtering contacts, viewing contacts
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