Matrix: How to Manage Contacts with Filters


Definition: Filters are a great way to narrow your Contacts List to find a specific Contact.

Step 1: Go to My Matrix tab and click on Contacts to open list of stored Contacts.



Step 2: Click on the Filter Contacts drop-down box and then select the desired option.

All of the filters are great for targeting specific contacts.
For example, you can select the following:
• With active or inactive auto emails
• With contacts who have or have not visited their portal
• Contacts who you have not worked with last month and up to the last year.
• Contacts who may have Saved Searches
• Contacts without an Auto Email set-up.

Step 3: If you cannot find your contact you can use the search field to locate your contact.




in Matrix: Features & Settings