How to Customize Your Contacts' View

Learn how to streamline your workspace and prioritize your most important clients in four simple phases.

Phase 1: Sidebar Customization

Tailor the layout of individual contact profiles to put the most relevant information at the top.

• Access Settings: Open a contact profile and click the Gear icon located above the right-hand sidebar.

• Reorder Widgets: Use the Up/Down arrows to arrange sections like Follow Ups, Groups, To-Dos, and Files.

• Finalize Layout: Click Save Order to apply the new organization to your view.

Phase 2: Column Management

Clean up your main contact directory by displaying only the data points you need for your daily workflow.

• Manage Columns: On the main Contacts page, click the Column Settings icon (located above the contact list on the right).

• Toggle Visibility: Switch columns like Contact Type, Groups, or Contact Info on or off depending on your preference.

• Update View: Click Save Changes to instantly refresh your dashboard layout.

Phase 3: Advanced Filtering

Quickly segment your database to find specific groups of clients or lead types.

• Filter by Header: Click the Filter icon within the column headers (e.g., Contact Type or Groups).

• Select Criteria: Choose specific tags such as "Buyer," "Hot Leads," or "Newsletter Subscribers" to narrow your list.

• Apply Filters: Click Apply to view the filtered results and focus on a specific segment of your business.

Phase 4: Priority Pinning

Ensure your highest-priority relationships are always front and center.

• Select a VIP: Open the profile of a contact you wish to prioritize.

• Toggle Pin: Switch the Pin toggle to "On" in the top right corner of the profile header.

• Quick Access: Your pinned contacts will now be easily accessible under the Pinned tab on your main dashboard for faster navigation.