To search for a contact, click the Contacts tab then click the magnifying glass icon. In the Search Contacts field, enter a contact’s name, phone number, business, or tags. For best results, use the following search tips:
Note: Contact searches are not case sensitive. Make sure you use the correct syntax as listed below.
Contact Details | Description | Example Search Syntax |
Name | The contact’s first name, last name, or full name. |
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Phone number | At least three digits of your contact’s phone number. For the more accurate results, try to enter the full nine digits. |
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Business name | The contact’s business name. |
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Tags | A contact tag listed on the Contact Details menu. |
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Multiple parameters | For advanced searches, combine multiple contact detail parameters. |
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Create a Saved Search
Saved searches let you store the search criteria so that you can perform the same search later without re-entering it. This can be useful for complex searches that you use repeatedly.
To save a search, click the Save Search button on the right side of your search results. Enter a title for the search, then click Submit. Your saved search is listed on the left sidebar under Saved Searched. Note that any future contact you add that meets the search criteria will be added to the saved search group.
Tip: You can use your saved searches to quickly add multiple contacts to Groups, Campaigns, and Sequences.