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Filter to show contacts in multiple, specific groups

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 contacts that are in multiple, specific groups:

  • Go to the main Contact list by clicking on "Contacts" in the navigation bar.
  • Select "Add a filter" in the "Sort and filter" section on the left.
  • In the dialog that appears, select "Group" from the dropdown.
  • Select a single group name in the list and apply the filter.
  • Repeat the same process for each desired group.
  • After each filter has been added, the list will include records in every one of the selected groups.
  • Want to see contacts in any one of several groups instead? Learn how to filter to show contacts in any one of several groups here.
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