How to find contacts in CRM using advanced filters

To find contacts in Papo's CRM (https://papo.global/) accurately, combine date filters, contact type, tags, and custom attributes. These filters let you quickly locate groups such as old customers, leads with no recent interaction, or contacts from a specific campaign, without having to review the entire base manually.

The Contacts module in Papo centralizes customers and prospects with conversation history. When the base grows, searching by name is not enough: you need to separate who is a customer, who is a lead, who hasn't talked to you in days, and who belongs to a specific group. Advanced filters solve this with just a few combinations.

Summary of useful filters in the CRM

Filter type	What it allows	Practical example
Date	Restricts by creation or update period.	Find contacts created in the last 30 days or contacts with no interaction for X days.
Contact type	Separates customers from prospects (leads).	Filter only leads in prospecting or only active customers.
Tags / labels	Groups by markers applied to conversations and contacts.	Find contacts with the tags “budget”, “hot lead”, or “event-sp”.
Custom attributes	Extra fields created by your operation.	Filter by city, segment, plan, or specific interest.

How to combine filters to segment contacts

The main advantage is not using an isolated filter, but crossing criteria to reach an actionable group. See a common flow of use in Papo's CRM.

1. Start with the period or situation

Use the date filter to limit the base. If you want to reactivate relationships, select old contacts or the option for contacts with no conversation for X days. This reduces the list to those who really need contact.

2. Separate customers from leads

Apply the type filter. If you are preparing an upsell campaign, filter only customers. If the action is prospecting, filter only prospects. This separation avoids mixing sales messages with service communication.

3. Refine with tags and custom attributes

Then use tags to isolate already marked groups — for example, “hot lead”, “budget”, or “interested in Gold plan”. If your operation uses custom attributes, such as city, segment, or score, include these fields in the same search.

4. Review and apply the bulk action

With the filtered group, you can export the list, start a funnel, or use the contacts in campaigns. Combining filters makes the search go from generic to strategic, without relying on external spreadsheets.

When this search makes sense

SDRs and B2B salespeople who need to separate cold leads, hot leads, and contacts with no response.
Service teams who want to prioritize dissatisfied customers or those with old conversations.
Marketing operations that build lists for reactivation or launch campaigns.
White label resellers who manage multiple bases and need to segment by end customer, region, or interest.

Frequently asked questions

Can I combine date, type, tags, and attributes in the same search?

Yes. The combination increases precision and reduces the volume of results. For example: contacts of type lead, with the tag “event-sp”, created in the last 15 days and with the attribute “city = São Paulo”.

How do I find contacts that haven't had a conversation in a long time?

Use the date filter available in Papo's CRM to find old contacts or contacts with no recent interaction. Combine it with contact type to build a reactivation list.

What are custom attributes and how do they help filter?

They are extra fields you create in the CRM to store information specific to your business, such as region, segment, or priority level. Once filled in, these fields work as filters alongside native fields.

What is the difference between filtering customers and leads?

The type filter separates contacts that are already customers from those still in prospecting. This prevents sales campaigns from reaching the active base and service actions from mixing with prospecting.

Can CRM filters be saved for reuse?

The Contacts module lets you apply filters to each search. For recurring segmentations, use tags and custom attributes to keep criteria consistent. In Extrator da Papo, you find reusable saved audiences for prospecting lists.

Create your Papo account and use the first user for R$ 0 to validate the segmentation flow in the CRM.