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How to find contacts or companies that are not in a pipeline

You can use a filter to pull up all of the contacts and companies that are not in a pipeline. If you go to your contact list, on the left side you’ll see a section “Filters & Sorting.” At the bottom of that section, select “Add a filter.”

In the dialog that appears, select “Pipelines” from the bottom of the dropdown list. Then select “is not attached” to a “active or closed” “Lead.” Please note: pipeline names are customizable, and the exact options may vary based on your account structure. When you apply that filter, it’ll pull up a list of contacts and companies that are not in the selected pipeline.

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Filtering, not in a pipeline
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