People and relationships: list, filters, bulk actions

How to search the list of all people in the space, filter it by phase, labels or cadence, and select several contacts at once.

Checked against the app · 24 October 2026Open in the app

What it is for

People & relationships is the list of all people in the space, showing who owns them, which phase they are in and when the last activity took place. This is where you search, sort and label contacts in bulk.

How to

Search and filters

  1. Type a name, position or company into the Filter… field.
  2. Click the phase icons to turn on Filter by phase. Several phases at once means any of them.
  3. Mine shows only the contacts you own. Team shows everyone and lets you pick a member.
  4. Below the toolbar you can filter by labels, Cadence, deal, Contact type (when the space allows private contacts) and List (only members of the chosen list). With several labels, choose All or Any.
  5. Click a column heading to sort the list.

You can save your search, filter and sort settings as a view in the View menu on the left of the toolbar. To keep the whole result of a filter or view as a fixed list, choose Save results to list… in the More actions menu or in the view menu.

Bulk actions

  1. Tick the rows. The bar at the top changes to Selected with actions.
  2. Choose Add label, Set cadence or Add to list (adds the selected contacts to your list or a team list, see Lists). With two contacts selected, you can Merge them.
  3. When you tick all loaded rows, Select all is offered with the count of the whole filter result.

Good to know

  • Columns: Name, Position · company, Owner, Progress, Next contact (when a cadence exists), Deal (when a deal exists) and Last activity.
  • Progress on the right switches the phase icons: Mine (your steps), Team (steps by anyone on the team) and By member (one row per member). Click an icon to record your step.
  • The list loads 100 rows at a time as you scroll down. The count in the heading is exact; above 10,000 it shows "10,000+".
  • You can label at most 5,000 contacts in bulk at once.
  • Bulk labelling assigns your labels. You assign a team label in the contact detail.
  • The More actions menu contains Save results to list…, Import…, Label all shown and Add private contact. A private contact has the Private label next to the name and only you can see it. The Possible duplicates button appears when Opener finds possible duplicates.
  • Closed relationships are not in the list. The person stays, only as No owner.

Frequently asked questions

Why does the phase filter not show a person I have already talked to?

The filter compares the current, highest phase of the relationship. Someone who is already in Working together is not in the Messaging filter.

Where do I import my LinkedIn connections?

In the New contacts section, under + next to the page title, option Import from LinkedIn.

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