Note
Filtering contact lists does not affect other users' experiences. You are the only user that notices these changes.
The contact list offer two primary filtering options:
- Inclusion Rules – How contacts are added to your list depending chosen criteria.
- Exclusion Rules – How contacts are excluded from your list based on chosen criteria.
How to Use Inclusion Filters
- On the left navigation, click Leads & Contacts > Contacts.
- On the right side of the page, click Filter.
- A slide out page appears.
- Next to Inclusion Rules, click Add Rule.
- Choose your filter(s) then click Done when satisfied.
- Your list updates in the background.
- Click the X to go back to your newly updated contact list.
- Most common filters:
- Groups – Groups your contacts belong to.
- Lead Source – Contacts that come from landing pages, LinkedIn connections, open houses, refinance prospects, and so on.
- Birthdate – Birthdate range(s) of your contacts.
- Loan Information – Contact interest rate, loan type, loan status, and more. These loan filters only check for the borrower record and the most recent loan.
How to Use Exclusion Filters
- On the left navigation, click Leads & Contacts > Contacts.
- On the right side of the page, click Filter.
- A slide out page appears.
- Next to Exclusion Rules, click Add Rule.
- Choose your filter(s) then click Done when satisfied.
- Your list updates in the background.
- Click the X to go back to your newly updated contact list.