How to Customize Your Contacts' View on Web

Adjust your workspace to show the data points that matter most to your workflow.

• Filtering: Click the Filter (funnel) icon. You can filter your view by Lead Score, Relationship type (like "Child" or "Spouse"), or specific Groups.

• Managing Columns: Click the Column Settings icon.

  • Visibility: Use the toggles to show or hide data like Last Follow Up or Location.

  • Ordering: Click and drag the "six-dot" handle to change the order of columns from left to right.

• Apply: Click Save Changes to update your view.