Filter CRM contacts by any column

Finding the right contacts in a long CRM no longer depends on search alone. The contacts table has a Filter button next to the search box. It narrows the list by any column: name, phone, activity, tags, status, last activity, creation date or one of your own columns.

How it works

1. In the CRM, click Filter and pick a column.
2. Choose how it matches. For text and your own columns: contains, starts with, ends with or equals, then type the value. For dates, such as Created At: is, before or after, then pick the date. For Tags, select the tags.
3. Click Apply.

Each filter shows as a chip under the toolbar, for example Created At after 01/10/2026. Click the X on a chip to remove that filter, or Clear All to reset the table.

Good to know

• Combine filters on several columns, with up to 10 of your own columns at once.
• To change a filter, click Filter and pick the same column again.
• Download as Excel exports the contacts your filters show, up to the first 10,000.