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How can I create a custom filter based on Source?

Updated over 5 months ago

To filter contacts by Source in the system:
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1. Go to the People tab
2. Look for the Custom Filter button (located below the search field in the top left corner)
3. Select Source as your filter


4. Choose from the options: Include, Exclude, Are Empty, or Are Not Empty


5. For Include or Exclude options, enter your specific source term
6. Click Apply to implement your filter


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For any questions, you can reach out to us at [email protected] or call us at our support toll-free number +1 844 644 0023.

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