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How to filter Contacts by Sequences?
How to filter Contacts by Sequences?

In this article you will learn the 2 ways of filtering your contacts

Hadas Rahamim avatar
Written by Hadas Rahamim
Updated over a week ago

Let's say your sequences are up and running. Now, you want to review & monitor your contacts, but you are working methodologically, meaning sequence by sequence.

How can you filter the sequences? There are two ways:

  1. On the left menu, go to Sequence --> choose a Sequence --> go to Contacts tab. All contacts here are the ones contacted via this specific sequence.
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    In this screen, you can also export the contacts with additional relevant data, like: Contacts Details, Current Status, Questions asked by the contacts, etc.
    To export your contacts, click on "Import / Export" --> "Export results", and the file will be sent to you via email. You can filter the contacts prior to exporting, according to your need.
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  2. On the left menu, go to Contacts. Here, you can search your entire data for a specific contact by Name, Email, Company Name, Phone Number etc.ย 

In both cases, you can filter contacts according to their status and use our Advanced Search for a specific status.
Another breakdown appears once you choose the 'Current status'
The 'Reason' and 'Reson details' fields are added so you can filter by the different reasons a contact was ended.

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