The Contact List page contains tons of information at a quick glance. This is the list that will be presented to you when you first log into the CRM.
The Contact List page can be customized so that you can see the most pertinent information to your business. Contacts can be sorted by name alphabetically, create date, and last updated with the toggles.
You can customize the the visibility and order of columns by clicking on the first icon to the left of the Create New button.
You can then toggle back and forth between the columns you want to show on your display page. On the left are the options you can choose from, while the fields on the right are those currently being displaying on the page. You can reorder the fields by dragging and dropping them.
Once the fields are in the preferred order, you can work straight from the list page. You can send an email by clicking on the email link, add or remove categories and tags, and change statuses of contacts. This allows you to change quick details without having to click into the contact.
There are a variety of menus that you can adjust and use on the contact list page.
- Search - by contact name or email
- Filter - by category, status, assignment, or create any advanced filters
- Action Menu - Add contacts to drip campaigns, add the same tag to multiple contacts, send out emails, delete contacts, perform more actions (de-duplicate records, bulk updates, share, archive), customize columns, and create new contacts
- View Manager - Choose the count of contacts you view on one page (10, 20, 50, 100) and move from one page to the next