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.

Select Show filters above the list. A panel opens on the left with the full set of contact filters.
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.

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.

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.
Ecosystem - the ecosystem of the contact’s account.
Vertical / Key account - the vertical, or a specific key account, 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 / Key account filters appear only when those columns are available for your workspace; if they are hidden, those two filters are hidden too.

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.
Select Save as default in the top bar to make the current filters and columns the default for the contacts list. Reset default removes that saved default.

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.