Filter to show contacts with an attached pipeline item

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 filter to show contacts with an attached pipeline item:

• Go to the main Contact list by selecting "Contacts" in the navigation bar.
• Select "Add a filter" in the "Sort and filter" section on the left.
• 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.