What's in this video: How to use the filters on the contacts page in Callers IQ.
- Adding filters — click the filter option, and hit "more" to add additional filter fields for a more specific search
- Filter by email/name — use "contains" when you don't know the exact value (e.g., type "Omid" or "John") and apply to see matching contacts
- Filter by source — narrow contacts by where they came from (e.g., everyone tagged "boat show")
- Filter by location — search by fields like city or state (e.g., state equals CA to show all California contacts)
- Combine filters — stack multiple filters to get more precise results
Creator: Omeed - Senior Account Rep
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