Hello! In this guide, you’ll learn how to filter contacts in the Sales Pipeline and Contact Dashboard in LeadCenter.
Filtering helps you quickly locate and organize leads based on their stage, creation date, or other criteria, allowing you to focus on the most relevant contacts.

Overview

There are five main ways to filter contacts in the Sales Pipeline:

1. By Stage
2. By Created At Date
3. By Sorting Contacts
4. By Saved Filters
5. By Advanced Filtering

1. Filter by Stage

At the top of the Sales Pipeline, you’ll see the list of pipeline stages (e.g., New Lead, First Appointment, Became Client, etc.).

To filter contacts by a specific stage:

• Click on the stage name — for example, First Appointment.
• The system will instantly display only the contacts currently in that stage.

This is a quick and simple way to focus on leads at a specific point in your sales process.

2. Filter by Created At Date

You can filter contacts based on the date they were added to your database.

To do this:

1. Open the Date Picker at the top of the page.
2. Select your desired time frame — for example, Last 30 Days.
3. The system will automatically update the view to show only contacts added during that period.

This helps you monitor recent activity and track new leads entering the pipeline.

3. Sort Contacts by Date

In addition to filtering, you can sort contacts to control how they appear in your view.

For example:

• To see the newest contacts first, sort by Came At Date.
• You can also sort by Creation Date or Last Updated Date to review recent updates or additions.

Sorting allows you to analyze your pipeline chronologically and prioritize recent interactions.

4. Use Saved Filters

If you frequently apply the same filters, you can use Saved Filters for convenience.

Saved filters let you quickly reapply your most common search conditions without manually setting them each time.

This feature is especially helpful for team members who regularly review contacts by region, stage, or time period.

5. Create Advanced Filters

For more precise results, use the Advanced Filtering option.

With Advanced Filtering, you can build customized filters using multiple conditions — such as stage, owner, source, and date range.

Once created, these filters can also be saved for future use, saving time and ensuring consistency across your team.

In the next video, you’ll learn exactly how to create and save Advanced Filters.

Summary

To recap, LeadCenter provides five flexible ways to filter contacts in the Sales Pipeline and Contact Dashboard:

• By Stage: Focus on specific stages like “First Appointment.”
• By Date: View contacts added within a set time range.
• By Sorting: Organize results by creation or update date.
• By Saved Filters: Quickly reuse previous search criteria.
• By Advanced Filtering: Build powerful, multi-condition filters for in-depth analysis.

Using these tools, you can manage your pipeline more efficiently and keep your focus on the leads that matter most.

Thank you!