How can I sort and filter my contacts?

Seraf's Professional and Enterprise clients can sort, filter, and export company contacts in their account. To do so, go to Portfolio Management and select the tab for Contacts. There you will find a list of contacts across all companies and funds in your portfolio. You can choose to enter in specific parameters, such as Name, Contact Role, City, State / Province, Country, and Industry, to filter out a specific subsegment of contacts.

You can also export all contacts or those from a filtered search by selecting the X icon for Excel or the C icon to export a csv file, found on the top right of the Contacts page.

Learn how to add company contacts.

To upgrade your account or to see a list of additional features at these account levels, log into your account, visit Account Management, and select Upgrade.

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