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How do I filter and search for contacts?
How do I filter and search for contacts?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

From the contacts list page, you can search for contacts by filtering specific details or demographics and then save the search for quick future searches.

  1. Click on “Contacts” on the left-side navigation.

  2. Click on “Filter Contacts” on the Contacts page.

  3. Choose a filter that you would like to filter your contacts by.

  4. If you find that you frequently perform the same search you can click “Save this search” and save as a quick search. You’ll see a box on the right-side panel that displays your list of saved searches.

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