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

Good to know

You can view, filter, and sort deals in the default All deals, All contacts, and My deals, My contacts 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:
   • For contacts: CRM > Contacts.
   • For deals: CRM > Deals.
2. Click the plus icon next to the Views tabs > Create view.
   
3. Give a name to your view.
4. Click Create view.

5. Customize your view:

   Contacts Deals

   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.
      

   To customize your Deals view:

   1. Choose between the Cards or List view:
      • On the Cards view, you can sort your deals.
      • On the List view, you can reorganize the attribute columns. To learn more, check our dedicated article Add or remove columns on the Companies, Deals, or Tasks page.
   2. Filter your deals by attributes and activities. To learn more, check our dedicated article Filter your deals.
      
6. Click the save icon 💾 > Save changes.

The view is saved.

Create a view from an existing view

1. Go to:
   • For contacts: CRM > Contacts.
   • For deals: CRM > Deals.
2. Click the tab corresponding to the existing view.
   

3. Customize your view:

   Contacts Deals

   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.
      

   To customize your Deals view:

   1. Choose between the Cards or List view:
      • On the Cards view, you can sort your deals.
      • On the List view, you can reorganize the attribute columns. To learn more, check our dedicated article Add or remove columns on the Companies, Deals, or Tasks page.
   2. Filter your deals by attributes and activities. To learn more, check our dedicated article Filter your deals.
      
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:
   • CRM > Contacts for contacts.
   • CRM > Deals for deals.
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.
   
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.

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