GetSales CRM offers a rich set of filters to help you segment and prioritize contacts. This article explains what each filter does, highlights practical use cases, and shows how advanced filtering works.
GetSales CRM with Filters panel highlighted
Profile Information Filters
Full Name – Search contacts by first or last name.
Note: if the contact's name contains a "." symbol, the contact will not appear in the search results. To find such a contact, enter their name that doesn't contain the "." symbol (for example, if the contact's name is J. Smith, type Smith for searching.)
Current Company – Filter by the company name specified as the contact's current company.
Location – Narrow by Country, State, or City.
Company Name – Search for a company name.
Position – Filter by job title (for example, CEO, Founder, Head of Marketing).
About – Search inside the LinkedIn “About” section of a profile.
Experience – Filter by details of work history: Company name, Description, Location, Position, Employment type, Start date / End date.
Education – Narrow by Degree, Description, Field of study, School name, Start/End date.
Skills – Search contacts by LinkedIn-listed skills.
CRM and Segmentation Filters
Tag – Filter by custom tags that you assigned to contacts.
List – Shows all contacts in a list.
Pipeline Stage – Narrow by CRM stage (New, Engaging, Approaching, Opportunity, and custom statuses).
Created by Import – Identify contacts by the import source and date (LinkedIn search, CSV, Sales Navigator).
Last Enrich At – Filter by date of last enrichment.
Created At – Filter by the date the contact was created in your CRM.
Custom Fields – Filter by your own defined custom fields.
Use example: filter by Created At = last 7 days to review recently imported contacts and check if they’re properly distributed among automations.
Tag and Pipeline Stage filters applied
Social and Contact Detail Filters
Social Profiles – Filter by: Has LinkedIn, Has Facebook, Has X (Twitter).
Email Status – Choose Has Work Email or Has Personal Email.
Phone Status – Choose Has Work Phone or Has Personal Phone.
Connections – Filter by LinkedIn connection count (set a range).
Followers – Filter by number of followers.
Premium Features – Filter by Open Profile, Verified Profile, or Has Premium.
Tip: tidy up your contact database by filtering leads with less than 10 connections and reach out only to active LinkedIn users that won't miss your message.
Automation and Activity Tracking
Automation Filter
Use these to filter contacts based on automation‑related events. This helps you troubleshoot workflow issues.
Narrow contacts based on automation activity:
Automation – Pick the specific automation.
Sender Profile – Choose the sender profile used in the automation.
Segment – Narrow down to contacts in a particular segment.
Status – Select the contacts' status in an automation (In Progress, Finished, Failed, Cancelled, Ready, Restarted)
Period – Use date range to see when automation events occurred.
Use example: filter by Sender Profile + Status = In Progress + Automation to check how many contacts are already being handled by a sender in a specific automation. Compare the number to other senders in this automation to understand how contacts are assigned with the selected contacts distribution model.
Activity Filters
Use these to filter contacts based on their recorded activities and interactions (email events, LinkedIn engagement, enrichment, manual tasks, etc.). This helps you analyze engagement patterns and segment leads according to how they respond or interact.
Narrow the activity filter not only by type but also by Automation, Segment, Sender Profile, Node ID, User or Created at.
Activity types include:
Automation events: Cancelled, failed, finished, started.
Contact events: Created, updated, list updated, pipeline stage updated.
Email events: Bounced, replied, sent.
Enrichment: Enriched.
Flow control: Flow restarted.
LinkedIn messaging: InMail sent, account blocked, connection requests sent/ accepted/ withdrawn, messages sent/ opened/ replied.
LinkedIn engagement: Profile visited, post commented, post liked, skills endorsed.
Manual tasks: Manual task completed, Note added.
Other: Sender profile changed, Tag added.
Markers
Track deeper engagement metrics (counts of LinkedIn/email sent, opened, read). Includes the following markers:
First LinkedIn Message Sent At
Last LinkedIn Message Sent At
Count of Sent LinkedIn Messages
Count of Inbox LinkedIn Messages
Count of Read LinkedIn Messages
First Email Message Sent At
Last Email Message Sent At
Count of Sent Email Messages
Count of Inbox Email Messages
Count of Read Email Messages
Posts
Filter by comments, reactions, content keywords, or date posted.
Unread Counts
Filter by contacts' unread messages across LinkedIn
Advanced Filters
Click View advanced filters to set the filter logic
Click View advanced filters to combine multiple filters with logical operators:
AND – Contact must match all selected conditions.
OR – Contact must match at least one condition.
NOT – Exclude contacts matching a condition.
Note: You can also set a filter as an exception. First, apply the filter, then click the crossed circle icon (⊘) next to the filter to exclude matching contacts.
Showing the filter set as exception
Final Thoughts
Filters in GetSales CRM let you slice and dice your database for maximum efficiency. By combining profile info, CRM stages, and activity tracking, you can:
Quickly find high-priority leads.
Troubleshoot automation issues.
Build powerful, precise segments for outreach.