Hey there! 👋
In this guide, we’ll walk you through how to filter contacts inside your uploaded list, so you can quickly find exactly who you need—without scrolling through everything manually. Clean filtering means better organization and smarter outreach. 🎯
Step 1: Open Your List
Start by navigating to the List tab in your dashboard. Select the list you want to work with, and it will open a full view of all the contacts inside that specific list. 🗂️
This is your main workspace where you can review, manage, and refine your contacts.
Step 2: Use the Filter Button
Once your list is open, click the Filter button.
You’ll see two main filtering options:
Advanced Filters
Source Type Filters
Choose the one that fits what you’re looking for. ✨
Advanced Filters
Advanced filters allow you to narrow down contacts based on key profile information. You can filter by: Name, Company, Occupation, Headline
This is especially useful when you're looking for specific job roles, companies, or individuals within a larger list. 🔎
Source Type Filters
The Source Type filter lets you sort contacts based on how they were added to your list. For example: LinkedIn search, Sales Navigator search, Recruiter search, LinkedIn post, CSV Import 📥
This makes it easy to separate contacts depending on where they originally came from.
Looking for More Filtering Options?
If you’d like to filter contacts by:
Connection degree
Campaign status
Verified email
You’ll need to use Filter leads option within the Campaign dashboard instead. These are available within your campaign view and give you additional control over outreach performance and segmentation. 📊
That’s it! Filtering helps you stay organized and ensures you’re always working with the right group of contacts at the right time. 🚀
If you need any help, our support team is just a message away.