Smart List Filters: Field Reference

Purpose: Every filter field in the Smart List builder, defined. Use this article when you are not sure what a filter measures, which operators to use, or how two similarly named filters differ.

This is a long reference article. Use Ctrl+F (Windows) or Cmd+F (Mac) to search for a specific filter name.

Before You Begin

Filters are available to all users (Owners, Admins, and Members). To access the filter builder:

1. Click Smart Lists in the left navigation.
2. Open any Smart List, or go to All People.
3. Click Filters in the top right.
4. Click + Add New Filter Group, then click the New filter dropdown to see all available fields.

Fields are organized into groups in the dropdown. This article follows that same grouping.

Commonly Confused Fields

These pairs are the most common sources of confusion. Start here if you are not sure which filter to use.

If you want to...	Use this
Find contacts you communicated with recently, any channel	Last Communication
Find contacts you actually had a real back-and-forth with	Last Conversation Time
Find contacts with recent CRM activity (notes, calls, tasks)	Last Activity Date
Find contacts with recent website visits	Last Event Date
See how many days since a contact was last worked	Days Since Last Activity (number) or Last Activity Date (date)
Track 1:1 emails from your connected inbox	Last Email Sent
Track emails sent by automations or campaigns	Last Automated Email
Track only completed newsletter campaigns	Last Newsletter Sent
Track all campaign emails including ones still sending	Last Batch Email
Find contacts you made any call or text attempt to	Time to First Contact
Find contacts you had a real conversation with	Time to First Conversation
Filter by all calls (inbound and outbound)	Last Call Made
Filter by calls the contact made to you	Last Call Received
Filter all outbound texts including manual	Last Text Sent
Filter texts sent by automation or schedule only	Last Automated Text
See total website tracking events	Total Events Count
See total CRM-logged activities	Total Activities Count

Filter Groups

Lead Routing

Tags

The tags applied to this contact. Tags are free-form labels used to categorize or segment contacts.

• Operators: Include Any, Include All, Exclude Any, Exclude All, Are Empty, Are Not Empty
• Note: "Include Any" matches contacts that have at least one of the selected tags. "Include All" requires the contact to have every selected tag. "Exclude Any" removes contacts that have any of the selected tags.

City

The city from the contact's address record.

• Operators: Is Empty, Is Not Empty
• Note: Existence check only. No text-match operator. Use to find contacts who do or do not have a city on file.

State

The state from the contact's address record.

• Operators: Is Empty, Is Not Empty
• Note: Existence check only.

Zip Code

The zip or postal code from the contact's address record.

• Operators: Is Empty, Is Not Empty
• Note: Existence check only. For filtering by a specific zip code, use a Custom Field.

Viewed Property ID

The MLS ID or property identifier of the last property this contact viewed on your tracked website.

• Operators: Is Empty, Is Not Empty, Contains
• Requires: Sure Send website pixel installed and firing.
• Note: Only populated when a contact views a tracked property listing page.

Timeframe

The contact's buying or selling timeframe. This may be entered manually or captured from a lead form.

• Operators: Is Now, Coming Up in Less Than, Past By More Than, Include, Exclude, Is Empty
• Values: 0-3 months, 3-6 months, 6-12 months, 12+ months, No plans
• Note: "Coming Up in Less Than" and "Past By More Than" treat timeframe options as a sequence from nearest to farthest. "Is Now" matches a single exact value.

Contact Info

First Name

The contact's first name.

• Operators: Is Empty, Is Not Empty, Contains

Last Name

The contact's last name.

• Operators: Is Empty, Is Not Empty, Contains

Full Name

The contact's combined first and last name.

• Operators: Is Empty, Is Not Empty, Contains

Email

The contact's primary email address.

• Operators: Is Good, Is Bad, Contains, Does Not Contain, Is Empty, Is Not Empty
• Note: "Is Good" means the email passed deliverability validation. "Is Bad" means it failed (bounced, invalid format, etc.).

Phone

The contact's primary phone number.

• Operators: Is Good, Is Bad, Is Empty, Is Not Empty
• Note: "Is Good" means the number is validated as real and dialable. "Is Bad" means it failed validation.

Address

The contact's full mailing address.

• Operators: Is Empty, Is Not Empty
• Note: Existence check only.

Contact Quality

Phone Quality

A letter grade (A through F) representing the quality of the contact's phone number. Grade A is a live cell phone with a high answer rate. Grade F is disconnected, a landline, or otherwise low quality.

• Operators: Is Good, Is Bad, Includes, Does Not Include, Is Empty, Is Not Empty
• Values: A, B, C, D, F
• Note: "Is Good" matches grades A and B. "Is Bad" matches grades D and F. Use "Includes/Does Not Include" to target a specific grade.

Email Quality

A letter grade (A through F) representing the quality of the contact's email address. Grade A has low bounce risk. Grade F is invalid or high bounce risk.

• Operators: Is Good, Is Bad, Includes, Does Not Include, Is Empty, Is Not Empty
• Values: A, B, C, D, F
• Note: Same grading logic as Phone Quality.

Phone Score

A numeric score from 0 to 100 representing how likely this phone number is to result in a live conversation when dialed. Higher is better.

• Operators: Equals, Does Not Equal, Greater Than, Less Than, Greater Than or Equal, Less Than or Equal, Is Not Empty, Is Empty
• Values: Any number 0-100
• Note: Filtering for Score greater than 70 is a good starting point for high-quality dials.

DNC Status

Whether the contact's phone number appears on the Do Not Call registry.

• Operators: Has Phone on DNC List, Has No Phones on DNC List, Never Checked (or Stale), Has No Phones, Has Phones
• Note: "Never Checked (or Stale)" means no DNC check has been run recently. "Has No Phones" means the contact has no phone number on record at all. Use this filter before running any dialing campaign.

Is iOS User (Sendblue iMessage accounts only)

Whether the contact uses an iOS device and can receive iMessages.

• Operators: Equals, Not Equals
• Values: Yes, No
• Note: Only appears for teams with Sendblue iMessage access enabled.

Assignment

Stage

The contact's current top-level pipeline stage.

• Operators: Include, Exclude
• Note: Shows root-level stages only. For substage filtering, use the Substage filter. Available values are specific to your team's stage configuration.

Substage

The contact's current substage within a parent stage.

• Operators: Include, Exclude
• Note: Shows child stages only. Combine Stage and Substage filters for precise pipeline segmentation.

Assigned To

The team member currently assigned as the primary owner of this contact.

• Operators: Include, Exclude

Collaborator

A team member assigned as a collaborator (secondary owner) on this contact.

• Operators: Include, Exclude

Pond

The lead pond this contact is currently assigned to.

• Operators: Include, Exclude

Source

The lead source from which this contact was acquired (for example: Open House, Referral, Website).

• Operators: Include, Exclude
• Note: Available values are specific to your team's lead source configuration.

Lender

The lender or lender group associated with this contact.

• Operators: Include, Exclude, Is Empty
• Note: Only shows groups with the Lender role type. "Is Empty" finds contacts with no lender assigned.

Ever Assigned To

Whether this contact has ever been assigned to a specific team member, including historical assignments, not just the current one.

• Operators: Include, Exclude
• Note: Useful for finding contacts who previously belonged to a specific agent before being reassigned.

Times Reassigned

The number of times this contact has been reassigned from one agent to another.

• Operators: Is Less Than, Is Greater Than, Is Between, Equals
• Values: Any whole number 0 or greater
• Note: A value of 0 means the contact was assigned once and never moved.

Claimed From Pond

Whether this contact was claimed by an agent from a pond (versus being directly assigned).

• Operators: Equals, Not Equals
• Values: Yes, No

Claimed From Pond Date

The date and time when an agent claimed this contact from a pond.

• Operators: Is Empty, Is Not Empty, Was Less Than [X days ago], Was More Than [X days ago]
• Note: "Is Empty" means the contact was never claimed from a pond.

Automations

Entered Automation

Whether the contact has ever been enrolled in a specific automation.

• Operators: Include, Exclude
• Note: Matches contacts enrolled in that automation at any point, regardless of current status.

Automation Status

The current status of the contact's automation enrollment.

• Operators: Include, Exclude
• Values: Active, Paused, Completed, Cancelled
• Note: Use in combination with "Entered Automation" to filter contacts currently active in a specific automation.

Currently in Automation

Whether the contact is currently enrolled in any automation with an active status.

• Operators: Equals, Not Equals
• Values: Yes, No
• Note: Broad check across all automations. For more specific results, combine "Entered Automation" with "Automation Status = Active."

Entered Automation Date

The date the contact was first enrolled in any automation.

• Operators: Is Empty, Is Not Empty, Was Less Than [X days ago], Was More Than [X days ago]
• Note: Returns the earliest enrollment date across all automations.

Completed Automation Date

The date the contact most recently completed an automation.

• Operators: Is Empty, Is Not Empty, Was Less Than [X days ago], Was More Than [X days ago]
• Note: "Is Empty" means the contact has never completed an automation.

Tasks

Next Task Date

The due date of the contact's next incomplete (upcoming) task.

• Operators: Is Empty, Is Not Empty
• Note: "Is Empty" means no open tasks are scheduled. Use to find contacts with no upcoming follow-up.

Has Overdue Tasks

Whether the contact has any tasks that are past their due date and not yet completed.

• Operators: Equals, Not Equals
• Values: Yes, No

Open Tasks Count

The total number of open (incomplete) tasks assigned to this contact.

• Operators: Is Less Than, Is Greater Than, Is Between
• Values: Any whole number 0 or greater

Overdue Tasks Count

The total number of tasks that are overdue (past due date, not completed).

• Operators: Is Less Than, Is Greater Than, Is Between, Equals
• Values: Any whole number 0 or greater

Has Future Activity

Whether the contact has any future-dated activity scheduled (tasks, appointments, etc.).

• Operators: Equals, Not Equals
• Values: Yes, No
• Note: Broader than "Has Overdue Tasks." Checks whether any future activity exists at all.

Engagement

Contact Frequency

A pre-calculated bucket showing how recently this contact was last reached: Never, Today, Yesterday, This Week, This Month, or Older.

• Operators: Include, Exclude
• Values: Never, Today, Yesterday, This Week, This Month, Older
• Note: "Never" means the contact has never been contacted. "Older" means the last contact was before the current month. This is a pre-calculated bucket. For real-time filtering, use Last Communication or Days Since Last Contact instead.

Activity

Activity refers to CRM-internal actions: notes, tasks, calls logged, stage changes, tag changes, appointments, and similar records. This is distinct from "Events," which refers to website tracking data.

Has Notes

Whether any notes have been logged on this contact.

• Operators: Equals, Not Equals
• Values: Yes, No

Has Tasks

Whether any tasks (open or completed) exist for this contact.

• Operators: Equals, Not Equals
• Values: Yes, No

Has Appointments

Whether any appointments have been scheduled or logged for this contact.

• Operators: Equals, Not Equals
• Values: Yes, No

Has Documents

Whether any documents have been uploaded or attached to this contact.

• Operators: Equals, Not Equals
• Values: Yes, No

Has Recent Events

Whether this contact has had any recent website tracking events (page views, property views, etc.).

• Operators: Equals, Not Equals
• Values: Yes, No
• Requires: Sure Send website pixel.
• Note: "Recent" is determined by the system's recency window.

Has Recent Activities

Whether this contact has had any recent CRM activities (calls, notes, tasks, stage changes, etc.).

• Operators: Equals, Not Equals
• Values: Yes, No
• Note: CRM activities only. Does not include website events.

Total Events Count

The total number of website tracking events recorded for this contact, all time.

• Operators: Is Less Than, Is Greater Than, Is Between
• Values: Any whole number 0 or greater
• Requires: Sure Send website pixel.

Total Activities Count

The total number of CRM activities logged for this contact, all time.

• Operators: Is Less Than, Is Greater Than, Is Between
• Values: Any whole number 0 or greater

Total Property Views Count

The total number of property listing pages this contact has viewed, all time.

• Operators: Is Less Than, Is Greater Than, Is Between
• Values: Any whole number 0 or greater
• Requires: Sure Send website pixel plus tracked property listing pages.

Calls

Last Call Made

The date and time of the most recent call associated with this contact, inbound or outbound.

• Operators: Is Empty, Is Not Empty, Was Less Than [X days ago], Was More Than [X days ago]
• Note: Includes both outbound calls you made and inbound calls the contact made to you. For inbound-only filtering, use Last Call Received.

Last Call Received

The date and time of the most recent inbound call (the contact called you).

• Operators: Is Empty, Is Not Empty, Was Less Than [X days ago], Was More Than [X days ago]
• Note: Inbound calls only.

Calls Made

The total number of calls made to or from this contact, all time.

• Operators: Is Less Than, Is Greater Than, Is Between
• Values: Any whole number 0 or greater

Calls Received

The total number of inbound calls received from this contact, all time.

• Operators: Is Less Than, Is Greater Than, Is Between
• Values: Any whole number 0 or greater

Talk Time

The total cumulative talk time in seconds across all calls with this contact.

• Operators: Is Empty, Is Less Than, Is Greater Than, Is Between
• Values: Number of seconds
• Note: Value is stored in seconds. Divide by 60 to convert to minutes.

Time to First Call

How many days elapsed between when this contact was created and when the first outbound call was made to them.

• Operators: Is Empty, Is Less Than, Is Greater Than, Is Between
• Values: Number of days
• Note: "Is Empty" means no call has ever been made. Use to measure speed-to-lead on outbound calling.

Texts

Last Text Received

The date and time of the most recent inbound text message (the contact texted you).

• Operators: Is Empty, Is Not Empty, Was Less Than [X days ago], Was More Than [X days ago]

Last Text Sent

The date and time of the most recent outbound text sent to this contact. Includes manually sent texts and automated texts.

• Operators: Is Empty, Is Not Empty, Was Less Than [X days ago], Was More Than [X days ago]
• Note: Includes all outbound texts. For automation-only texts, use Last Automated Text.

Texts Sent

The total number of outbound text messages sent to this contact, all time.

• Operators: Is Less Than, Is Greater Than, Is Between
• Values: Any whole number 0 or greater

Texts Received

The total number of inbound text messages received from this contact, all time.

• Operators: Is Less Than, Is Greater Than, Is Between
• Values: Any whole number 0 or greater

Time to First Text

How many days elapsed between when this contact was created and when the first outbound text was sent to them.

• Operators: Is Empty, Is Less Than, Is Greater Than, Is Between
• Values: Number of days
• Note: "Is Empty" means no text has ever been sent. A speed-to-lead metric.

Last Automated Text

The date and time of the most recent text sent to this contact via automation, scheduled message, or API (not manually typed).

• Operators: Is Empty, Is Not Empty, Was Less Than [X days ago], Was More Than [X days ago]
• Note: Automated texts only. For all outbound texts including manual, use Last Text Sent.

Emails

Last Email Received

The date and time of the most recent email received from this contact (they replied to you or emailed you directly).

• Operators: Is Empty, Is Not Empty, Was Less Than [X days ago], Was More Than [X days ago]
• Requires: Gmail or Outlook inbox connected.

Last Email Sent

The date and time of the most recent 1:1 email sent to this contact from your connected inbox.

• Operators: Is Empty, Is Not Empty, Was Less Than [X days ago], Was More Than [X days ago]
• Requires: Gmail or Outlook inbox connected.
• Note: Individual emails from your connected inbox only. Does not include newsletter or campaign emails. For those, see Last Newsletter Sent or Last Batch Email.

Last Newsletter Sent

The date and time of the most recent newsletter sent to this contact from a fully completed campaign.

• Operators: Is Empty, Is Not Empty, Was Less Than [X days ago], Was More Than [X days ago]
• Note: Only counts campaigns that have fully completed sending. For a broader filter that includes campaigns still in progress, use Last Batch Email.

Last Batch Email

The date and time of the most recent campaign email of any kind sent to this contact, regardless of whether the campaign has completed.

• Operators: Is Empty, Is Not Empty, Was Less Than [X days ago], Was More Than [X days ago]
• Note: Broader than Last Newsletter Sent. If you only want confirmed-complete campaigns, use Last Newsletter Sent.

Emails Sent

The total number of 1:1 outbound emails sent to this contact through a connected inbox, all time.

• Operators: Is Less Than, Is Greater Than, Is Between
• Values: Any whole number 0 or greater

Time to First Email

How many days elapsed between when this contact was created and when the first outbound email was sent to them.

• Operators: Is Empty, Is Less Than, Is Greater Than, Is Between
• Values: Number of days
• Note: "Is Empty" means no email has ever been sent. A speed-to-lead metric.

Last Automated Email

The date and time of the most recent automated email sent to this contact, either triggered by an automation workflow or sent as part of a campaign.

• Operators: Is Empty, Is Not Empty, Was Less Than [X days ago], Was More Than [X days ago]
• Note: Combines automation-triggered emails and campaign emails. For 1:1 emails from your connected inbox, use Last Email Sent.

Last Email Opened

The date and time this contact most recently opened a campaign email.

• Operators: Is Empty, Is Not Empty, Was Less Than [X days ago], Was More Than [X days ago]
• Note: Campaign emails only. Requires open tracking to be enabled. "Is Empty" means the contact has never opened a campaign email, or open tracking is not enabled.

Last Email Clicked

The date and time this contact most recently clicked a link in a campaign email.

• Operators: Is Empty, Is Not Empty, Was Less Than [X days ago], Was More Than [X days ago]
• Note: Campaign emails only. Requires click tracking to be enabled.

Email Opens Count

The total number of times this contact has opened a campaign email, all time.

• Operators: Is Less Than, Is Greater Than, Is Between
• Values: Any whole number 0 or greater

Email Clicks Count

The total number of times this contact has clicked a link in a campaign email, all time.

• Operators: Is Less Than, Is Greater Than, Is Between
• Values: Any whole number 0 or greater

Communication

These four fields measure cross-channel communication activity (calls and texts combined). See the Calls and Texts groups above for channel-specific filters.

Time to First Conversation

How many days elapsed between when this contact was created and when the first qualifying conversation occurred. A qualifying conversation is a completed call of 90 seconds or longer, or the contact's first inbound text reply.

• Operators: Is Empty, Is Less Than, Is Greater Than, Is Between
• Values: Number of days
• Note: Higher bar than Time to First Contact. Measures actual two-way engagement, not just any outreach attempt. "Is Empty" means no qualifying conversation has ever occurred.

Time to First Contact

How many days elapsed between when this contact was created and the first outreach attempt (any call or text, regardless of outcome).

• Operators: Is Empty, Is Less Than, Is Greater Than, Is Between
• Values: Number of days
• Note: Lower bar than Time to First Conversation. Any call or text counts, even if unanswered. Use to measure speed-to-lead for all outreach attempts.

Last Communication

The date and time of the most recent contact between your team and this person via any channel (call or text, inbound or outbound).

• Operators: Is Empty, Is Not Empty, Was Less Than [X days ago], Was More Than [X days ago]
• Note: Broadest communication recency filter. Even unanswered calls and brief texts count. For a higher-quality signal, use Last Conversation Time.

Last Conversation Time

The date and time of the most recent qualifying conversation: a completed call of 90 seconds or longer, or an inbound text reply from the contact.

• Operators: Is Empty, Is Not Empty, Was Less Than [X days ago], Was More Than [X days ago]
• Note: Higher standard than Last Communication. Only counts meaningful two-way exchanges.

Website Activity

All filters in this group require the Sure Send website pixel to be installed and actively tracking.

Website Visits

The total number of times this contact has visited your tracked website, all time.

• Operators: Is Less Than, Is Greater Than, Is Between
• Values: Any whole number 0 or greater
• Requires: Sure Send website pixel.

Last Website Visit

The date and time this contact most recently visited any page on your tracked website.

• Operators: Is Empty, Is Not Empty, Was Less Than [X days ago], Was More Than [X days ago]
• Requires: Sure Send website pixel.

Properties Viewed

The total number of distinct property listing pages this contact has viewed on your website, all time.

• Operators: Is Less Than, Is Greater Than, Is Between
• Values: Any whole number 0 or greater
• Requires: Sure Send website pixel plus tracked property listing pages.

Properties Saved

The total number of property listings this contact has saved or favorited on your website, all time.

• Operators: Is Less Than, Is Greater Than, Is Between
• Values: Any whole number 0 or greater
• Requires: Sure Send website pixel plus save/favorite functionality tracked.

Dates

Date vs. number format: Several fields have two versions: a date/time format (e.g., "Last Activity Date") and a number format (e.g., "Days Since Last Activity"). Both reference the same underlying data. Use whichever is more natural for the condition you are building.

Created At

The date and time this contact record was created in the system.

• Operators: Was Less Than [X days ago], Was More Than [X days ago]

Updated At

The date and time this contact record was last modified (any field change).

• Operators: Was Less Than [X days ago], Was More Than [X days ago]

Last Activity Date

The date and time of the most recent CRM activity logged for this contact (notes, calls, tasks, stage changes, etc.).

• Operators: Is Empty, Is Not Empty, Was Less Than [X days ago], Was More Than [X days ago]
• Note: CRM activities only. Does not include website events. For website events, use Last Event Date. Same underlying data as Days Since Last Activity, different format.

Last Event Date

The date of the most recent website tracking event from this contact (page view, property view, inquiry, etc.).

• Operators: Is Empty, Is Not Empty, Was Less Than [X days ago], Was More Than [X days ago]
• Requires: Sure Send website pixel.
• Note: Website events only. Does not include CRM activities. For CRM activities, use Last Activity Date. Same underlying data as Days Since Last Event, different format.

Last Property View Date

The date this contact most recently viewed a property listing page on your website.

• Operators: Is Empty, Is Not Empty, Was Less Than [X days ago], Was More Than [X days ago]
• Requires: Sure Send website pixel.
• Note: More specific than Last Event Date. Only counts property listing views, not all page views.

Timeframe Date

The specific projected calendar date associated with the contact's buying or selling timeframe. Represents the estimated transaction date if one has been set.

• Operators: Is Empty, Is Not Empty, Was Less Than [X days ago], Was More Than [X days ago]
• Note: Related to the Timeframe filter (Lead Routing group), which stores the bucket (e.g., "3-6 months"). This field stores an actual calendar date if one has been assigned.

Days Since Last Contact

The number of days since this contact was last contacted via any channel (call or text). Numeric version of Last Communication.

• Operators: Is Less Than, Is Greater Than, Is Between
• Values: Any whole number 0 or greater

Days Since Created

The number of days since this contact record was created. Numeric version of Created At.

• Operators: Is Less Than, Is Greater Than, Is Between
• Values: Any whole number 0 or greater

Days Since Last Event

The number of days since this contact's most recent website tracking event. Numeric version of Last Event Date.

• Operators: Is Less Than, Is Greater Than, Is Between
• Values: Any whole number 0 or greater
• Requires: Sure Send website pixel.

Days Since Last Activity

The number of days since the most recent CRM activity was logged for this contact. Numeric version of Last Activity Date.

• Operators: Is Less Than, Is Greater Than, Is Between
• Values: Any whole number 0 or greater
• Note: Does not include website events.

Days Since Last Property View

The number of days since this contact last viewed a property listing page. Numeric version of Last Property View Date.

• Operators: Is Less Than, Is Greater Than, Is Between
• Values: Any whole number 0 or greater
• Requires: Sure Send website pixel.

Events

"Events" in this context refers to website tracking events (pixel data), with one exception noted below.

Has Event Type

Whether this contact has performed a specific type of website tracking event.

• Operators: Include, Exclude
• Values: Viewed Property, Saved Property, Property Inquiry, General Inquiry, Seller Inquiry
• Requires: Sure Send website pixel.
• Note: "Include: Viewed Property" returns contacts who have ever viewed any property on your site. Multiple event types can be combined in a single filter.

Has Activity Type

Whether this contact has a specific type of CRM activity on record.

• Operators: Include, Exclude
• Values: Email, Appointment, Cash Offer, Contact Form, Tour Request, Question, SMS, Task, Note, Stage Change, Tag Added, Tag Removed, Automation, System, Support Ticket
• Note: Despite appearing in the Events group, this filter queries CRM activity records, not website events. Use to find contacts with specific interaction history (for example, contacts who have ever had a Tour Request logged).

Visited Page URL

The URL of a specific page this contact has visited on your tracked website.

• Operators: Contains, Does Not Contain, Is Empty, Is Not Empty
• Requires: Sure Send website pixel.
• Note: Use "Contains" with a partial URL (for example, "/listings") to find contacts who visited any page matching that pattern.

Visited Page Title

The page title of a specific page this contact has visited on your tracked website.

• Operators: Contains, Does Not Contain, Is Empty, Is Not Empty
• Requires: Sure Send website pixel.

Page Duration (seconds)

The number of seconds this contact spent on a tracked page during their most recent visit.

• Operators: Is Less Than, Is Greater Than, Is Between
• Values: Number of seconds
• Requires: Sure Send website pixel.
• Note: Use to identify highly engaged visitors. For example, filtering for Page Duration greater than 120 finds contacts who spent more than 2 minutes on a page.

Deal Name

The name of any deal or contract associated with this contact.

• Operators: Contains, Does Not Contain, Is Empty, Is Not Empty
• Note: Available as a filter but currently not visible in the column selector. Expected to become more prominent when the Contracts feature is fully released.

Custom Fields

Custom fields your team has created are available as filters. Each field appears in a "Custom Fields" group at the bottom of the filter list.

• Field names use whatever label you assigned when creating the field.
• Field types available: Text, Number, Date, Date and Time, Select, Multi-Select, Yes/No, Email, Phone, URL, Long Text.
• Operators match the field type. Text fields use text operators. Number fields use number operators. Select and Multi-Select fields support Include and Exclude with your defined option choices.
• Note: Contract custom fields are not available as Smart List filters.

Filter Operator Quick Reference

Operator shown in UI	Applies to
Contains	Text
Does Not Contain	Text
Is Not Empty	Most field types
Is Empty	Most field types
Equals	Text, Number, Select, Date
Not Equals	Text, Number, Select, Boolean
Starts With	Text (custom fields)
Ends With	Text (custom fields)
Is Less Than / Is Before	Number, Date
Is Greater Than / Is After	Number, Date
Less Than or Equal / Is On or Before	Number, Date
Greater Than or Equal / Is On or After	Number, Date
Is Between	Number, Date
Was Less Than [X days ago]	Datetime (relative)
Was More Than [X days ago]	Datetime (relative)
Coming Up in Less Than [X days]	Datetime (relative)
Further Than [X days from now]	Datetime (relative)
Include	Select
Exclude	Select
Include Any	Tags (array)
Include All	Tags (array)
Exclude All	Tags (array)
Are Empty	Tags (array)
Are Not Empty	Tags (array)
Is Good	Email, Phone, Quality
Is Bad	Email, Phone, Quality
Has Phone on DNC List	DNC Status
Has No Phones on DNC List	DNC Status
Never Checked (or Stale)	DNC Status

For help building Smart Lists with these filters, see Smart Lists: Create & Use and Smart Lists: Understanding Filter Logic.