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Create and manage views for your contacts, deals, and companies

You can create views to show your contacts, deals, and companies based on a combination of filters, attribute columns, and table content sorting of your choice. These views appear as tabs on your Contacts, Deals, and Companies pages, giving you instant access to your most relevant contacts, deals, or companies.

Good to know

You can view, filter, and sort contacts, deals, and companies in the default All contacts, All deals, All companies and My contacts, My deals, My companies tabs, but changes to these views can only be saved as a new view.

➕ Create a view

You can create a view from scratch or from an existing view if you want to keep some of the customization you have already added.

Create a view from scratch

  1. Go to:
  2. Click the plus icon next to the Views tabs > Create view.
    deals_create-new-view_en-us.png
  3. Give a name to your view.
  4. Click Create view.

  5. Customize your view:

    👤 Contacts 💲 Deals 💼 Companies

    To customize your Contacts view:

    1. Load a list or segment, and add filters to customize your view. To learn more, check our dedicated article Create a segment to filter your contacts.
    2. Reorganize the attribute columns. To learn more, check our dedicated article Add or remove columns on the Companies, Deals, or Tasks page.
      contacts_customize-view_en-us.png
  6. Click the save icon 💾 > Save changes.

The view is saved.

Create a view from an existing view

  1. Go to:
  2. Click the tab corresponding to the existing view.
    deals_from-existing-view_en-us.png

  3. Customize your view:

    👤 Contacts 💲 Deals 💼 Companies

    To customize your Contacts view:

    1. Load a list or segment, and add filters to customize your view. To learn more, check our dedicated article Create a segment to filter your contacts.
    2. Reorganize the attribute columns. To learn more, check our dedicated article Add or remove columns on the Companies, Deals, or Tasks page.
      contacts_customize-view_en-us.png
  4. Click the save icon 💾 > Save as new view.
  5. Give a name to your review.
  6. Click Save as new view to confirm.

The view is saved.

⚙️ Manage views

To manage your views:

  1. Go to:
  2. To close a view, click the cross icon next to the tab name.
  3. To add a view, click the plus icon next to the tabs and select the view you want to display.
    deals_manage-views_en-us.png
  4. To edit or delete a view:
    1. Click the gear icon ⚙️ next to the tabs.
    2. Next to a view, click the three-dot icon in the Actions column to:
      • Rename a view.
      • Delete a view.

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

If you’re looking for help with a project using Brevo, we can match you with the right certified Brevo Agency partner.

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