Optimizing the Contact List View

Optimizing the Contact List View

How to customize the contact list view?

The contact list view centralizes contact information for easy access. It allows sorting and filtering of contacts, streamlining management and communication. You can customize the default fields displayed to meet specific requirements.

  1. In the contact list view where all contacts are displayed.
    Clicking on the column settings icon from the right side will display all the system and custom fields.
  2. Select the columns you want to display by checking or unchecking the available options.


  1. Use the search bar to quickly find specific fields if needed.
  2. Arrange the columns by dragging them into your preferred order.


FOOTER SECTION TOTALS

In the footer section of the list view, you will find:

Category

Description

Total

The total number of contacts.

With open deals

The number of contacts linked to ongoing deals.

Without deals

The number of contacts not associated with any deals.

Untouched

The number of contacts with no upcoming scheduled activities.




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