Search, filter, and save contact views

Tilgængelig i alle planerSådan gør duÅbn i DealJourney

The Kontakter page gives you several ways to narrow the list down to the people you're looking for:

  1. 1Search — type a name, email address, or phone number into the search box at the top of the list to jump to a specific person.
  2. 2Quick filters — one-click toggles above the list for the checks you run most often, such as contacts missing an email address.
  3. 3Filters — open the filter panel to narrow by company, job title, owner, or any custom field your company has added to contacts.
  4. 4Owner — if you're allowed to see other people's contacts, use the user filter to switch between just yours and the whole team's.

Once you've set up a filter you use often, save it as a view so you don't have to rebuild it each time. Saved views appear under Kontakter in the sidebar, and you can share a view with your team.

To see everyone at one company, you don't need a filter at all — open the customer and use the Kontakter tab, which lists exactly the people linked to it.

You can also export the contacts currently shown, which respects whatever search and filters are active, so filter the list first and export second.

The filter bar and saved views are the same component on every list in DealJourney, so anything you learn here works on the others: Filter a list covers building a filter, and Save and share a view covers keeping and sharing one.

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