Use filters to manage people, companies, and leads

Saved filters help you turn large lists of people, companies, or leads into focused work lists. The example below uses People, but the same approach can help you manage leads, current customers, and teammate-owned relationships.

Open People, Companies, or Leads, then expand Saved Filters on the left. Click the plus icon to create a new filter.

Add criteria that match the list you want to work from. For example, set Contact Type to Potential Customer and Owned By to the teammate responsible for follow-up.

Click Save as New Filter, name the view, and choose whether it should be Private or Public. Admins can create public filters for the team; individual users can keep personal filters private.

Save a focused list as a private or public filter.

After you open the saved filter, use columns to decide who needs attention next. Helpful columns include Interactions, Inactive Days, and Last Contacted.

Sort by Inactive Days to find relationships that have gone quiet. Use Interactions to see whether a potential customer needs more touchpoints or should be moved to a different contact type.

Sort the filtered list by activity fields to find follow-up opportunities.

Once your list is set up, use it as the starting point for outreach. You can select people and compose a bulk email, or use the saved filter as the audience for an email automation if your plan includes automations.

For example, create a rekindle outreach automation for people in a saved filter who have not been contacted in several months. Review your audience and message before turning the automation on.

Use a saved filter as the audience for an email automation.

You can also create follow-up tasks directly from the filtered list. If the Tasks column is not visible, edit your columns and add it to the view.

Tasks help reps and account managers remember the next step for each relationship. If you use the Copper Chrome extension, Copper reminders can also appear in Google Calendar.

Create tasks from the filtered list to keep follow-up organized.

Use the same structure to create views for current customers, account managers, company lists, or leads that need qualification. For customer success workflows, add columns such as Last Sale Date, Renewal Date, Last Contacted, or any custom fields your team uses.

Keep each filter focused on a clear job, such as new leads to contact, current customers to check in with, or relationships owned by a specific teammate.