Contacts Filter

The Contacts Filter lets you instantly separate real opportunities from noise. With just three clear statuses and one-click reason tracking, your team can qualify or rule out any contact in seconds — keeping your database permanently lean and high-quality.

Benefits of Contacts Filter

1. Prioritize the Best Contacts – Instantly see who’s worth your time right now.
2. Close Deals Faster – Your team focuses only on Qualified contacts instead of digging through clutter.
3. Clear Picture – Know at a glance what’s New, Qualified, or safely Unqualified.
4. No Wasted Effort – Unqualified contacts are paused and archived automatically.
5. Works for Any Business – Simple enough for small teams, powerful enough for growing ones.

The Three Contacts Filter Statuses

• New – Contact was just added; no interaction yet.
• Qualified – Fits your ideal customer profile and is worth pursuing now.
• Unqualified – Not a fit or not the right timing (reason is always logged).

When a contact becomes serious, simply create a Deal — your full custom sales pipeline takes over from there.

Unqualified Reasons (logged automatically)

• No budget
• Wrong industry / size
• Bad fit
• No need / wrong timing
• Chose competitor
• Ghosted after multiple attempts
• Duplicate contact

How to Use Contacts Filter

1. Go to the Contacts page (under Customers).
2. Find the contact in the list.
3. Click the Menu button (three dots on the right).
4. Choose Mark as Qualified / Unqualified → pick New, Qualified, or Unqualified.
5. If you choose Unqualified, select the reason in one click.
6. Click Save.

Create Simple Guidelines for Your Team

Status	When to use it
New	Fresh import, form submission, business card — no outreach yet.
Qualified	They replied, booked a meeting, or you confirmed they match your ICP.
Unqualified	Wrong size, no budget, went silent, chose a competitor, etc.

Monitor and Adjust

• Update the filter status after every meaningful interaction.
• Focus daily on Qualified contacts.
• Let Unqualified contacts automatically pause sequences and disappear from active views.
• Review reasons monthly to spot patterns (e.g., “most say no budget → adjust targeting”).

Use in Your Daily Workflow

• Start your day in the Qualified view.
• Turn Qualified contacts into Deals with one click when they're ready to buy.
• Trust that everything else is either fresh (New) or safely parked (Unqualified).

Tips for Success

1. Keep It Simple – Three statuses only. No exceptions.
2. Always Pick a Reason when marking Unqualified — it takes half a second and gives you priceless data.
3. Align Sales & Marketing on what “Qualified” actually means for your business.
4. Stay Consistent – Update the status after every call or meeting.
5. Celebrate the Shrink – Watch your contact list get lighter and your win rate get heavier.

Contacts Filter: the fastest way to stop CRM bloat and focus only on contacts that actually matter.

For help or questions, contact support or visit our User Documentation.