Filtering by custom contact field

Here's how to filter by a custom contact or custom company field:

• Click on “CRM” in the navigation bar to pull up the full list.
• Select "Add a filter" under "Filter" in the upper right.
• In the dialog that appears, choose the appropriate custom field.
• Please note: the available custom fields will be based on which records you’re viewing. To filter by contact custom fields, go to the Contact list. To filter by company custom fields, go to the Company list.
• Once you've selected the desired field, enter the appropriate options based on the details you'd like to see.
• Apply the filter to view all of the contacts, or all of the companies, with the entered value in the chosen custom field. If you'd like to narrow the list further, you can repeat this process using a different field.
• Want to save your filter for easier access? Learn how to save a view here.
• Need to filter by a custom pipeline field instead? Learn how to filter by a custom pipeline field here.