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Goliath Data

Organize Contacts with Lists, Filters, and Folders

The Contacts filter builder, opened from Add Filter. It includes searchable filter categories, Simple and Grouped modes, the applied-filter panel, and the Apply filters button.

Choose the right tool

Section titled “Choose the right tool”

Use a list to keep a chosen set of contact records together. Use a saved filter to rerun criteria against the contact database. A contact can remain in a list after it stops matching a filter; a saved filter can include newly matching contacts without anyone adding them manually.

Folders organize saved filters. They do not change the contacts returned by a filter or the membership of a list.

Build a reusable contact segment

Section titled “Build a reusable contact segment”
  1. Open Contacts and choose Add Filter.
  2. Set the criteria for the audience you want to review or work.
  3. Save the filter and give it a recognizable name.
  4. Choose Shared with team to make the saved filter visible to everyone in your organization, or Private to me to keep it personal.
  5. Optionally choose an existing folder or create a new one, then save the filter.

The builder starts in Simple mode and also offers Grouped mode. A filter saved in a folder follows that folder’s visibility. For example, a filter in a private folder is private even if you previously selected the shared option.

Reuse, duplicate, or organize a saved filter

Section titled “Reuse, duplicate, or organize a saved filter”

Select a saved filter in the Contacts sidebar to run it. Open its context menu to Edit filter, Rename, Duplicate, or Move to another folder. Duplicating makes a separate copy with the same criteria, visibility, and folder, so revise the copy without changing the original.

Use Move to to place a saved filter in a team or private folder. The sidebar keeps team content separate from private content. Deleting a folder does not delete its filters; the filters return to the top level of their existing visibility area.

Add selected contacts to a list

Section titled “Add selected contacts to a list”
  1. Open Contacts and narrow the table if needed.
  2. Select one or more rows.
  3. Select Add to list in the bulk action bar.
  4. Choose one or more existing lists, or create a list in the same picker.
  5. Confirm the update.

The Add to list picker after selecting a contact. Search for an existing list or type a new list name, choose its checkbox, then use Add to list to confirm.

When viewing one list, select records and choose More → Remove from list to remove only those memberships. The underlying contacts remain in Goliath.

Section titled “Related guides”