Use filters to segment and manage your contacts—ideal for organizing lists for outreach, marketing, or targeted communication. You can filter contacts by:

• Tags
• Country of Residence
• State / Province
• City of Residence
• Birth Year
• Nationality
• Decision Maker
• Contact Owner
• Lead Source
• Secondary Lead Source
• Referred By
• Channel (B2B or B2C)
• Partner Agent
• Marketing Opt In
• Preferred Activity Level
• Trip Preferences
• Travel Wishlist
• Travel History
  

Step-By-Step Instructions

1. Navigate to the Contacts module.
2. Select the filter icon in the upper-right.
3. In the pop-up, choose the filter criteria. The filter applies right away, no extra click needed. You can add as many filters as necessary.

How to See Active Filters

Once you apply a filter, an Active Filters bar appears at the top of the table, just below the column headers.

• Clear All, with a count of how many filters are active. Click it to remove all filters at once.
• Each filter you applied, shown as its own tag. Click the X on a tag to remove just that one.
• Save Filters, to save the current set as a saved filter.

How to Save or Remove a Saved Filter

• Once you have a filter active, click Save Filters, next to your active filters.
• In the Save Filter window, enter a name.
• Click Save.
• To remove a saved filter, open Saved Filters, then click the trash can icon next to the one you want to delete.
  
  

How to Use a Saved Filter

• Click on the filter icon.
• Click Saved Filters.
• Find your saved filter by name. Click Apply to use it.

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