How to Filter Contacts and Leads

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

1. On the left navigation, click Leads & Contacts > Contacts.
2. On the right side of the page, click Filter. 
   • A slide out page appears.
3. Next to Inclusion Rules, click Add Rule. 
4. Choose your filter(s) then click Done when satisfied. 
   • Your list updates in the background.
5. Click the X to go back to your newly updated contact list.
6. 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

1. On the left navigation, click Leads & Contacts > Contacts.
2. On the right side of the page, click Filter. 
   • A slide out page appears. 
3. Next to Exclusion Rules, click Add Rule. 
4. Choose your filter(s) then click Done when satisfied.
   • Your list updates in the background.
5. Click the X to go back to your newly updated contact list.