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Set up your first View to see Contacts you own
Quickly see Contacts you own
Video process:
Written process:
- Navigate to Contacts
- Across the top of the Contacts table, you'll see tabs like this:
These are Views. There are some default views and you can create your own custom views. - Click on the view called 'My Contacts'
- By default, this view is filtered to only show Contacts where YOU are the Contact Owner:
- You can remove views you don't want to see:
- And you can add views:
- Views created by you and others will appear here:
Click on them to add them to your Contacts view - In your 'My Contacts' view, you can edit the properties that you see in the table:
- Here are some of the most common properties we recommend you add to your view:
- Add these to your columns, and click Apply: