Here's how to filter to show contacts without an associated 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" 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.
- Want to save your filter for easier access? Learn how to save a view here.
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