Would you like to save personalised views based on certain criteria for your contacts & companies? Here's how 👇
1 - Apply the filters/properties you want
You could, for example, create a personalised view for your "hot prospects" with a "high" priority, to whom you have applied the "contact" tag:
→ Go to your contacts list
→ Click on the "Prospects" tab
→ Apply the "high" priority and select your "to contact" tag.
👉 Once you've applied your preferred filters, click on the little star ⭐️ to "save the current view"
Or a tag-based view for your businesses:
→ Go to the list of your companies
→ Apply your "Top Prio" tag
👉 Once you've applied your favourite filters, click on the little star ⭐️ to "save the current view"
2 - Reorganising or deleting customised views
→ Click on the cogwheel ⚙️ then on "Manage contact views" :
And :
Reorganise custom views, or delete those you no longer need
🚀 Tip: want to apply a tag to several contacts/companies that don't already have one, or replace an existing tag?
Think multiple editing 👇
WARNING: If you have one or more tags associated with your contacts/company, this action will replace them, not add them.
→ To do this, you will need to manually associate the tags with your selection.