Using the Advance Filter on your Contacts 

Searching your contacts is a great way to find specific information quickly, and using advanced filtering allows you to narrow down your contacts based on what you are looking for.

Let’s think about this for a minute. You don’t want to just blindly message every contact anytime you want to send out an email, text message, RVM, or any other communication. 

Sure, you could just send a piece of communication to your “buyers,” but not all buyers are the same.

For instance, cash buyers are different than retail buyers, and they are different from tenant buyers. So, maybe you want to send a message to your cash buyers, but not all cash buyers are the same. 

They buy in different areas, at different price points, for different property characteristics, rehab levels and more. By using filters and tags, you’ll be able to accurately pinpoint specific contacts, so that you can send a text to cash buyers, for example, who are looking to buy three-bedroom properties in North County for $139,900.

This is what we call a laser-targeted message vs. the shotgun approach. This will keep your buyers engaged as they know when they get a message from you, it will scratch their itch. 

The same approach works for every contact type in your database, even outside of real estate.

Objectives

In this support article, you will learn how to search and filter your searches in your contact list. 

Video

We have created a short video to show you how to use the advanced filter on your contacts. 

Advance Filtering Your Search

The Advanced Filter feature in our CRM allows for a comprehensive and precise search experience. It's particularly useful when you need to identify a specific group of contacts from a large dataset. By leveraging the available fields in the CRM, you can stack multiple criteria, such as Tags, Sources, and Date Added, to refine your search. This multifaceted approach helps in effectively distinguishing and isolating a particular group of contacts, ensuring that your search results are tailored to your exact needs.