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Filter to show contacts without a pipeline

Here's how to filter to show contacts without an associated pipeline item:

  • Go to the main Contact list by selecting "Contacts" in the navigation bar.
  • In the page menu on the left, select "Add a filter" below the "Filters & Sorting" section.
  • In the dialog that appears, choose "Pipelines" from the bottom of the list.
  • Please note: pipelines are customizable and the exact options may vary depending on your account structure.
  • Select "is not attached" to a "active or closed" pipeline to view contacts that have no pipeline item attached. To see only contacts without an active pipeline, instead select "is not attached" to a "active" pipeline.
  • Apply the filter to see all of the contacts that do not have a pipeline item attached.
Next up:
Filtering, not in a pipeline, no pipeline attached
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