Search, filters, groups, and columns

Find the right contacts or leads without losing context.

6 min readUpdated July 2026

Before you begin

Use search when you know a name or value. Use filters for field rules. Use groups to save a reusable segment. Use columns to change what the table shows.

Video walkthrough placeholder for searching, filtering, grouping, and changing columns on Contacts or Leads.
Video: Search, filters, groups, and columns
Video walkthrough placeholder for searching, filtering, grouping, and changing columns on Contacts or Leads.

Controls

  • Search — quick text match
  • Filters — field conditions such as stage, owner, source, or date
  • Groups — saved list segments for repeat workflows
  • Columns — visible fields in table view
  • Queues — system-defined attention lists
Contacts or Leads toolbar showing search, filters, groups, columns, AI Mode, and queues.
Contacts or Leads toolbar showing search, filters, groups, columns, AI Mode, and queues.
Filter panel on Contacts or Leads with owner, stage, source, activity, and date filters.
Filter panel on Contacts or Leads with owner, stage, source, activity, and date filters.
Groups and columns controls for saving segments and choosing visible table fields.
Groups and columns controls for saving segments and choosing visible table fields.

What you should see

The list should narrow to records matching your search, filters, group, or queue. Clear controls when you want to return to all records.

Common issues

  • No results — clear one control at a time
  • Saved group looks wrong — review its filters and owner rules
  • Column missing — open the columns menu and re-enable it

Ready to try this in FlowForce?

Start free — set up your workspace and follow along with this guide.

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