The Mobile version of the web application offers filter and sort options that make searching and prioritizing contacts easy.
The following are the default filter views for contacts:
My Product Qualified Leads
Untouched 5-Star Contacts
My Territory Contacts
Contacts with me in contact team
These views can be accessed by tapping the hamburger button on Android or the dropdown icon on iOS from the contact list page. However, you can also create your own custom views from scratch by applying new filters.
For e.g., to create a view containing a list of contacts owned and contacted by you in a specific period in time,
Tap on the filter button from the contact list view. This brings up the Filters page.
Tap Add filter to add a new filter condition. This brings up the list of all default and custom fields of the contact that can be applied as filters.
Note: Fields that have already been applied will be disabled. Changes to the applied fields can be done from the Filters page.
Choose the sales owner field and add condition ‘contains’ ‘Me’
Click Add Filter and choose Last contacted time
Choose the date filter by choosing ‘is between’ and choose the from and to dates
Tap Apply to view the filtered list of contacts. To save this filtered view, go back to the filters page and tap SAVE VIEW.
Add a name to the view and choose the visibility from Just Me, Everyone and Selected users, teams, and territories. Click the tick button on Android or the Save button on iOS to save the view and access it from the views panel.
Modifying an existing filter view
Existing filters views can be modified only by the creator of the view. When you tap SAVE VIEW after changing conditions in a custom filter view, you can choose from the following options:
Save to the existing view: Applies and saves the filters to the existing filter view.
Save as new view: Creates a new filter view and saves the filter conditions to the new view.
Note: If you navigate to another filter view without saving an unnamed view, the changes in the unnamed filter view will be lost.
To sort the list contacts click the sort icon on the top of the list of contacts and choose from the following sort options:
Along with any one of the above sort options, you can also click on Ascending or Descending under SORT ORDER on the same page to view the contacts in the respective order.