Using Views in the Contact Manager

The information displayed in the Contact Manager can be customized to suit your needs. You can save this information in individual viewable displays—or views, for short.

This article will detail how to use views in the Contact Manager.

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Article Contents

• Creating Views
• Swapping Views
• Selecting Columns
• Rearranging Columns 
• Editing Views
• Deleting Views
• Setting Default Views

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Contacts

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers	✓
Salespersons	✓
Jr. Salespersons	✓

Creating Views

While the Contact Manager comes with a default view and displays information relevant to important system fields, you may find that you want a different view that contains different information. You can create views that cater to your information needs.

To create a view, do the following:

1. Click Contacts in the left toolbar.
2. Click + Create View.
   
   

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3. Enter a name for the view in the Name this view field.
4. Optionally, click the Make this my default view checkbox.
5. Click Save.
   
   

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Swapping Views

You can swap between the default view and your created views at any time.

To swap between views, do the following:

1. Click Contacts in the left toolbar.
2. Click the    View drop-down menu.
3. Select the desired view.
   
   

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Selecting and Sorting Columns

Information in views is displayed in individual columns. The information in these columns comes from available fields, including custom fields. You can choose to display certain columns—or remove them from a view—as you see fit.

To select which columns to display in a view and sort the information:

1. Click Contacts in the left toolbar.
2. Click the    View drop-down menu. Select the desired view.
3. Click    Manage Columns.
   
   

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4. Select or deselect the checkbox next to the desired field. Repeat as necessary.
   
   

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5. Once you have the desired columns selected, click on the desired column you would like to sort the information by.

Important: The Name columns are present in all views and cannot be removed. Information can only be sorted by one column at a time. To sort multiple columns of information at once, we recommend exporting a list of leads.

By default, views will display information from the following system fields:

• Campaign
• Created
• Email
• Last Activity
• Lead Owner
• Lead Score

Rearranging Columns

You can rearrange how columns are displayed in views. This is done by dragging-and-dropping the columns in the order that you choose.

To rearrange columns, do the following:

1. Select the desired view.
2. Click the desired column.
3. Drag the column to the desired position. Repeat as necessary.
4. Click Save.
5. Select either of the following options:

Editing Views

You can edit basic view information at any time.

To edit basic view information, do the following:

1. Click Contacts in the left toolbar.
2. Click the    View drop-down menu.
3. Hover over the desired view. Click   Edit.
   
   

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4. Enter a name for the view in the Name this view field.
5. Optionally, click the Make this my default view checkbox.
6. Click Save.
   
   

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Deleting Views

You can delete views you no longer need at any time.

To delete views, do the following:

1. Click Contacts in the left toolbar.
2. Click the    View drop-down menu.
3. Hover over the desired view. Click   Edit.
   
   

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4. Click Delete View.
   
   

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Setting Default Views

You can set a specific view to load when you open the Contact Manager.

To set a specific view as the default view, do the following:

1. Click Contacts in the left toolbar.
2. Click the    View drop-down menu.
3. Hover over the desired view. Click    Make this your default view.
   
   

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