Filter and search the contacts list

The Contacts list shows every contact in your workspace. Use search to jump to one person, and the filter panel to narrow the list to a working set, for example contacts that have an email, belong to a given persona, or have not been researched in a while. The narrowed list is what bulk actions and agent runs operate on, so filtering first is how you point the workspace at exactly the right people.

Steps

Search by name or company

Open Contacts from the left navigation.
Type into the Search box at the top of the list. Search matches a contact’s first name, last name, and the name of the account they belong to, and updates the list as you type.
Clear the box (or use the small clear control inside it) to return to the full list.

Start from the quick filters bar

Above the list sits a Quick filters bar: one-click chips for the questions you ask of the contacts list most days, with the total contact count beside the heading. It is the fastest route to a working set of people, with no panel to open and no conditions to build.

Each chip carries a name and the number of contacts it would leave you with, counted against whatever you already have applied. The numbers are the point as much as the filtering is - how many of your people have no email yet, how many have moved on.
Select a chip to apply it, select it again to drop it. The list and the other chips’ counts update immediately.
Chips answering the same question replace each other, so one qualification verdict and one source at a time. Chips answering different questions combine: My contacts plus Missing email is your own people who are not reachable yet.

The contacts bar offers My contacts; the qualification chips IBP Yes, IBP No, IBP Inconclusive, Left company, Persona mismatch, Not checked, and Needs requalification; the gap chips Missing email, Missing phone, and No plays; and the source chips CRM, Contact Finder, Chrome extension, and Manual / imports, plus the Recent tasks picker described below. Three of them are worth knowing precisely:

Left company and Persona mismatch are both IBP No, split by the reason the qualification recorded - the person has moved on, or their expertise or seniority does not match the persona. They are different problems: one needs a replacement contact at the account, the other needs a different person in the same building. Where both a broad and a specific chip match, only the specific one lights up.
Not checked is a contact qualification has never looked at, which is not the same as IBP Inconclusive - work not done versus work that came back undecided.
Missing email and Missing phone leave out anyone the finder has searched for in the last 90 days, so what you get is the people still worth spending a search on rather than the ones already tried and come up empty.

The full list with what each chip matches is in the Contacts columns and filters reference.

A chip you have not pinned still shows in the bar while it is applied, marked Active, so a filter you arrived at from a link or a saved view is never invisible. A chip whose underlying field your workspace does not offer is greyed out and says so when you hover it.

Choose which chips you see

The bar starts with a suggested set pinned and keeps the rest out of the way. The … menu at the right of the bar holds three things:

Choose quick filters opens Customize quick filters, where every chip is grouped under Ownership, Qualification, Missing information, Freshness, Source, Recent tasks, and Custom filters. Tick the ones to pin, rename any of them, and use the reset control beside a renamed chip to put its original name back.
Save current filters as a shortcut turns whatever you have applied into a chip of your own, filed under Custom filters. It keeps the conditions only - not your sort order, not your columns, and not the search box or a task scope. It is offered only when the current combination is not already a chip.
Restore suggested shortcuts puts the pinned set back to the suggested one.

Pins, renames, and your own shortcuts are personal to you and live in the browser you set them in, so they do not follow you to another machine and nobody else sees them. For a working list that should follow you and be shareable, save a view instead - see Save filter views.

Show only the records one run touched

Recent tasks is the one chip that is not a condition. Open it and you get Choose a recent task: your own runs under My tasks, the whole team’s under Latest tasks, a search box that matches the agent or workflow name, and a row per run showing who started it, when, how many records it covered, and where it got to. Pick one and the list narrows to the records that run touched, named in a chip under Records from.

Everything else you have applied stays on top of it, so “the people that Contact Finder run brought in who came back IBP Yes” is two clicks rather than a filter you have to construct. Picking another run replaces the scope, and the small x on the chip removes it.

Select Show filters above the list. A panel opens on the left with the full set of contact filters. It opens on the tab that holds what is already applied - Advanced when advanced conditions are in force, which is how a quick filter chip or a recalled saved view arrives, so you land on that chip’s conditions rather than an empty Basic tab.
Each filter is a section you expand and set. A green check appears next to any section that has a value applied. Hover that section and select the trash icon to clear just that one.
To clear everything at once, select Discard in the panel, or Clear all in the quick filters bar - both drop every applied condition, basic and advanced.

The full contact filter set

Set any combination of the following. Filters that list options (such as Type, Ecosystem, or Tags) only show values that actually exist on your contacts, so the choices reflect your own data.

In a section where you can pick several values, Clear all sits at the top of the list, and once there are more than ten values to choose from a Select all appears beside it. Select all takes whatever the list is currently showing, so searching inside the section first is how you select a run of related values without ticking each one; it adds to your existing selection rather than replacing it.

IBP - whether the contact matches the persona work assigned to them. Options are Yes, No, and Inconclusive.
Freshness: Qualification - how recently the contact was last qualified. Options are Fresh (<14 days), Aging (14-30 days), Stale (>30 days), and Never.
Freshness: Research - how recently the contact was last researched, with the same options as qualification freshness.
Has email - keep only contacts that have an email address, or only those that do not.
Has phone - keep only contacts that have a phone number, or only those that do not.
Has plays - filter by how many plays the contact has.
Has buying signals - whether research answered any of your buying-signal criteria positively for the contact. See Contact signals.
Ecosystem - the ecosystem of the contact’s account.
Vertical - the vertical of the contact’s account.
Type - the persona type the contact has been qualified into.
Expertise - the area of expertise recorded for the contact.
Do not touch - keep only contacts flagged do not touch, or only those that are not. See Do not touch.
Owner - the workspace member who owns the contact.
Profile Strength - how complete and verified the contact’s profile is. Options are Evaluating, Strong, Weak, Very Weak, Unable to Verify, and Invalid.
Updated at - a date range for when the contact was last changed. Pick a start and end date.
Tags - any tags applied to the contact.
Owner CRM - the owner recorded in your connected CRM.
CRM Object type - the kind of record the contact maps to in your CRM.

The Ecosystem and Vertical filters appear only when those columns are available for your workspace; if they are hidden, those two filters are hidden too.

With a CRM connected, the advanced builder adds two groups the basic panel does not: CRM activities and CRM opportunities. They filter on the interactions logged with a person and the deals they are attached to, and the same two groups appear inside the Account group so you can add what has happened at the company. That is how you separate a persona-fit contact nobody has ever spoken to from one your team emailed last week. The full field list is in the Contacts columns and filters reference.

When you add one of those groups, the count condition starts at at least 1 rather than empty, because “has at least one” is what the question almost always means. Change the operator or the number for a tighter threshold.

The pipeline insights banner above the list is another way in: click a stage number in it to filter the table to exactly those contacts - the fastest route to the reachable contacts nobody has touched. See Read the pipeline insights report.

When nothing matches

A filter combination that returns nothing does not leave you at a dead end. The list shows No results match these filters (or No results match your search when a search box is all you used) together with the filters that produced the empty result: each basic filter as a chip you can remove one at a time, the first three shown and the rest collapsed behind a +N more filters pill that opens the filter panel. Advanced conditions are shown as read-only logic beside them, with See filters to open them, and a large advanced filter collapses to a plain sentence counting the conditions and groups applied rather than spelling all of them out.

Clear all filters removes the lot, basic and advanced, and brings the full list back.

This matters more than it sounds. An empty list is ambiguous - it can mean “nobody in the workspace is like this” or “I have stacked one filter too many” - and the two lead to completely different next moves. Seeing the active filters printed next to the empty result turns that into a one-glance answer, and most of the time the fix is dropping the single chip that went too far rather than starting the search again.

The same empty state appears on every filtered table and list in the workspace, not just this one. When a list is simply empty because nothing has been created yet, you get the usual “nothing here yet” panel offering the agent that fills it instead.

Save a working set

Select Save View in the filter panel to keep the current combination as a named view you can return to. See Save filter views.
In the top bar, next to Manage columns, open the overflow menu (the … button) and select Save view as default to make the current filters and columns the default for the contacts list. Reset to default view removes that saved default, and Reset column widths clears any column widths you have resized.

What happens next

The list reloads to show only the contacts that match. The count and pagination update to the filtered set. Anything you do next - selecting rows for a bulk action, running an agent across the list, or exporting - applies to this filtered view, so confirm the count looks right before acting on it. Your filter choices stay in the page address, so you can bookmark or share a filtered list, and a saved view brings the same combination back in one selection.