Contact filters will allow you to create specific segments of users that you can quickly access or refer to for sending emails, targeting updates, or capital raising.

Step 1) Log in to your InvestNext admin account and navigate to Contacts on the left side bar.

Step 2) Click on the FILTER button.

Step 3) The filter selection drawer will appear. As you build your filter, the list of viewable contacts will dynamically update

Step 4) When you're done building your filter, click Save As...

Step 5) Name your filter and click Create Filter

Did this answer your question?