Web AppManaging Contacts
How to Customize Your Contacts' View on Web
Customize your contacts dashboard
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.