1. On the left navigation, click Leads & Contacts > Contacts.
  2. At the top of the screen, click the Filter button. 
  3. Update your filter(s) then click the to go back to your contact list view. 
    • Most common filters:
      • Groups - Groups your contacts belong to. 
      • Origination Source - Contacts that come from landing pages, LinkedIn connections, open houses, refinance prospects, etc.
      • Birthdate (date range) - Birthdate range(s) of your contacts. 
      • Loan Data - Contacts' interest rate, loan type, loan status, etc. 

NOTE: Your contacts will dynamically update when changing your filters.



PRO TIP: Click the Reset button to reset your filter settings.