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Monday Matrix Tip: Use filters to find what you want fast!

January 10, 2011  |  by Anne

Stop scrolling and start filtering! Use the search filter under Contacts, Saved Searches and Auto Emails to find what you’re are looking for fast!

Want to find out which contacts have active Auto Emails?  Sure, you could go to Auto Emails and search the way you normally would, but did you also know you could search right from your list of Contacts?

Simply choose to search for Contacts “with Active Auto Email” in the upper right corner. 

There you will also find the option to search for clients with the following:  inactive auto emails, with no auto emails, Email+ visitors, contacts with saved searches, contacts without saved searches, as well as contacts you haven’t worked with.  Take advantage of one awesome drop down menu!

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