Tag Filter Options

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EXCLUDE tags from a contact search in CRM

For example, you might filter to "show ALL Open House Leads with the tags 123 Main Street and 456 Fairview, but EXCLUDE the ones with the tag HAS AGENT."

 

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"Any/All" filtering is sometimes referred to as "Or/And" filtering, and here's how it works:
  • Any: Filter by any contacts who have Tag A, Tag B, or Tag A and B (or any combination of the applied tags)
  • All: ONLY filter to show the contacts who have both Tag A AND Tag B
These work with Saved Filters, as well