Filter Contacts by Potential Consultant

Filter contacts by the Potential Consultant status set in their profile, then print as a report or labels or send an email.

Tip: To add or remove any additional profile fields from the Contact List, see Customize the Contact List before proceeding with the steps below.

1. From the contact list toolbar click, then select Filter.
2. From the Potential Consultant drop-down, select either Yes or No (set to All by default).
3. The filtered contacts can be added to a custom list (see below) or to print as a report, from the contact list toolbar, click and select Print (or see Print Labels). 
4. From the print preview form, click  to print, or click  to export and save as another file type such as PDF.
5. When finished, to clear any filters that may be set, click , then select Clear Filter.

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Additional Information:

• Create an Entry in the Contact Log
• Tracking Leads or Potential Customers
• Sort or Filter Contacts
• Create a Custom List
• Send an Individual or Group Email