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Filter to show contacts with an attached pipeline item

Here’s how to filter to show contacts with an attached pipeline item:
  • Go to the main Contact list by selecting "Contacts" in the navigation bar.
  • Select "Add a filter" in the "Sort and filter" section on the left.
  • In the dialog that appears, choose "Pipelines" near the bottom of the list.
  • Then, select  "is attached to” a “active” “[pipeline name]” to pull up all contacts with an attached pipeline item.
  • Or, select “is not attached to” a “active” “[pipeline name]” to pull up all contacts without an attached pipeline item.
  • Apply the filter to see contacts based on the criteria you selected.
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