In this article, we’ll cover the enhancements made to the list view in the contacts module for your sales teams to improve productivity and ease of use and increase revenue.
Tabs help you switch between multiple views. By default, the following views will be present:
To add a new view, click the + Add new button > Choose the view you want to add as the new tab from the following options:
All views: List of default, custom, and shared views
Default views: List of default views only
My views: List of custom views (views you have created by applying filters)
Other views: List of shared views from other users
1) You can also use Ctrl + O (Windows) or Command + O (Mac) to add a new view 2)
Add and Import Contacts
Click the Add contact button to add individual contacts to the CRM.
Click the Import Contacts drop-down to perform the following actions:
Perform quick actions on the list of contacts from the Action bar.
The following are the actions you can perform on the actions bar:
1. Switch between view types
Click the dropdown in the Action bar to switch between the Table and Kanban view types
2. Group by
Group contacts based on a field value using the Group by option. You can group by the following fields:
Last contacted mode
The view will change from Table to Kanban when contacts are grouped.
3. Bulk Actions
To perform bulk actions, select the contacts you want to take bulk actions on
Choose the following bulk action options that you can perform:
Add to sequence
Add to power dialer list
To select all records in one go, click on the Bulk Update button
4. Customize table/cards
Customize the columns and fields in the table view using the customize table button that appears when you’re in the table view.
Customize the fields on cards using the customize cards button when you’re on the Kanban view.
- Customization options are on a user level. Every user can customize the list view based on their requirements.
- You can choose a maximum of 5 fields per card in the Kanban view. The Name field cannot be removed.
- You can choose a maximum of 50 fields (columns) in the list view
Click the filter icon to open the Filter overlay. You can add a filter or a combination of filters to run your search.
The table view gives you an excel or spreadsheet-like experience, helping you make quick changes to contact data.
Click the button to switch between compact and comfortable views
Click the dropdown on the columns to perform the following options:
Sort ascending - Sorts column values in ascending order
Sort descending - Sorts column values in descending order
Add column to the right - Adds a column to the right (you can choose the field to add)
Add column to the left - Adds a column to the left (you can choose the field to add)
Collapse column - Minimizes the column/field in the table
Remove column - Removes column/field from the view
Edit all columns - Lets you choose which columns you want to view
Rename field - Change the name of the field. This will be reflected in all touchpoints in the CRM
Clone field - Make changes on top of a field from the ADD FIELD overlay and add the newly created field as a column to the right.
Delete field - Delete the field across all touchpoints in the web application.
Add as filter - Opens the filter on the right with the column field as the filter condition
Tags and Lifecycle stage
Tag and lifecycle fields are color coded for better data visualization.
Click the ‘‘+’ icon near the last column to add additional columns
Enhanced inline edit
Inline edits are more prominent as the cell or card you are currently editing will be highlighted
To rename a contact click the space between the selection checkbox and the display/profile picture
When you switch to the Kanban view, contacts will be grouped by the ‘Status’ field by default.
Fields in the cards are customizable at a user level
Drag and drop cards to move them from one column/group by field to another
Click Customize Contact cards to switch between compact and expanded cards.
Note: 1) Kanban view is available from the Growth plan. 2) Compact cards display field values only while expanded cards display field labels and values.
Summary Slider and Customer 360 view
Clicking on the name of a contact opens the summary slider for a quick view of all the fields associated with the contact.
Navigate to summary details of previous and next contacts from here by clicking on the arrow keys on the top right
You can also view other sections configured for the contact from the summary slider.
The summary slider will function in both the Table and Kanban view
To land on the details page of the contact, and get a 360° view, hover on the name of the contact and click the expand icon
- Import, Automate, and Integration buttons
Import, Automation, and Integration (features that are already available in the web application) are available as buttons in the modern list views.
2. Next action Field
The next action field available in both the table and Kanban view will help you view a task that is upcoming or overdue. Click on the Add task button to add a new task.