How to filter contacts by company?
To filter contacts by company you have to ensure that your contacts for the same company are already linked. View more info about linking contacts.
- Click on Contacts > Company toggle button (see A).
- Filter company list by choosing the first letter of a company name (see B).
- Open company of your choice.
- Click on Filter by these contacts link on the account summary view (see C).
- Filtered contacts appear in your Action Stream with a collapsible LINKED CONTACTS section (see D).