Filter to show contacts with an attached pipeline item
Here’s how to filter to show contacts with an attached pipeline item:
- Click on “CRM” in the navigation bar to pull up the full list.
- Select "Add a filter" under “Filter” in the upper right.
- In the dialog that appears, choose "Pipelines" near the bottom of the list.
- Then, select "is attached to” a “active” “[pipeline name]” to pull up all contacts with an attached pipeline item.
- Or, select “is not attached to” a “active” “[pipeline name]” to pull up all contacts without an attached pipeline item.
- Apply the filter to see contacts based on the criteria you selected.
- Want to save your filter for easier access? Learn how to save a view here.
Keywords:
search, lead, funnel
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