Find the Leads You Need to Work

The leads worth your time today — unassigned new arrivals, this week's hot buyers, everyone who asked about a 3 BHK in West Bangalore — are buried in a long list until you filter for them. The Contacts page gives you three layers of search to pull exactly those leads to the top:

1. Quick filter chips — one-click toggles for the most common views (Active, All, Unassigned, New, Recently Active).
2. Filter dropdowns — narrow by Type, Stage, Time Range, or change the Sort order.
3. Advanced Search — a dialog that combines contact, location, property, budget, assignment, and activity-date criteria.

Plus a Columns picker that controls what shows on each row.

Entry pointCRM → Contacts

Quick Filter Chips

The chip row right above the contacts list is the fastest way to narrow what you see. Click a chip and the list refreshes — the URL updates to the selected filter (for example ?filter=Unassigned).

Chip	Shows
Active	Contacts your team is currently working. The default view.
All	Every contact in the workspace.
Unassigned	Contacts with no owner — pick them up or assign them out.
New	Contacts recently created.
Recently Active	Contacts that had activity recently (calls, messages, status changes).

Only one chip is active at a time. To clear it, click the same chip again or pick another. The chip you choose is remembered in the URL — you can bookmark Unassigned or New and come straight back to that view.

Filter Dropdowns

Next to the chips, four dropdowns let you refine further. Each one is independent and stacks with the active chip.

Type

Filter by contact type. Options:

Value	Meaning
Buyer	Buyers and prospective buyers.
Investor	Investors.
Seller	Sellers.
Tenant	Renters / tenants.
Landlord	Property owners renting out.
Clear type	Remove the Type filter.

Stage

Filter by where the contact sits in the lead pipeline. Pick a single stage or one of the two grouped options:

Value	Meaning
Active stages	Everything still moving — New, Qualified, In Process, Meeting scheduled, Meeting done, Proposal, Negotiation.
Lost stages	Everything that closed out — Disqualified, Opportunity lost.
New / Qualified / In Process / Meeting scheduled / Meeting done / Proposal / Negotiation / Disqualified / Customer / Opportunity lost	Just contacts in that single stage.
Clear stage	Remove the Stage filter.

Time Range

Pick a date range — Brixi shows contacts that match the active filters and fall in that range. Useful for "this week's new leads" or "what came in last month".

Sort

Change how the list is ordered. Options:

Value	Orders by
Most Recently Updated	Newest updates first.
Oldest Updated	Oldest updates first.
Most Recently Added	Newest contacts first.
First Created	Oldest contacts first.
Clear sort	Reset to the default order.

Choose Columns

The Columns button (next to Import at the top-right) controls which columns appear on every row. Tick or untick to show or hide a column — the list updates immediately. Available columns:

• Name
• Phone
• Created
• Last Activity
• Email
• Type
• Source
• Owner

Hide columns you don't use to fit more contacts on screen and pull the columns you care about (for example, Last Activity) into view without scrolling sideways.

Advanced Search

When the chips and dropdowns aren't enough — for example, "show buyers in West Bangalore who said 3 BHK and were created last month" — open Advance Search from the top-right of the Contacts page. The Advanced Search dialog opens with the tagline "Find contacts by name, location, property, budget and more."

The dialog is organised into sections; fill any combination of fields, then click Search contacts. The footer shows "No filters applied" until you start adding criteria.

Sections and Criteria

Section	What you can filter by
Contact	Name, Email, Phone (with country code), Stage, Source, Tag, and Interested In (Buy / Sell / Lease / Rent).
Location	City (searchable), Locality (pick after City), and Zone (East, West, North, South, Central).
Property	Property type (Residential or Commercial), Subtype, Configuration, and Property / Project (searchable).
Budget	Pick an interest type (Buy / Sell / Lease / Rent) under Quick start to enable budget fields and an Interested In description (for example, "Sea-facing 3 BHK").
Assignment	Filter by Owner.
Activity dates	Filter by created range and other activity-date windows.

When you're done, click Search contacts. Click Cancel (or the close icon top-right) to dismiss without searching.

Advanced Search stacks on top of the chip and dropdown filters that are already active. To start clean, set the chip to All and clear the Type / Stage / Sort dropdowns before opening Advanced Search.

Troubleshooting

If a search comes back emptier than you expect, the usual culprit isn't search at all — it's team visibility. You only ever see contacts your role allows, so ask your admin whether records owned by other teams are hidden from you before reporting missing results.

Contact Brixi support if a contact you can open directly doesn't appear when you search its exact name, email, or phone, or Advanced Search ignores a criterion you've set. Include the contact and the exact filters you used.

Related articlesBulk Actions on ContactsAdd and Update a ContactContact Detail Page