Here’s a clear breakdown of how to organize your contacts effectively:
- Navigate to the 'Contacts' section to manage your valuable business relationships.
- Access your contact database, where all your customer information is centralized.
- Click on the gear icon to create a customized 'List View' to segment contacts based on your specific needs.
- Enter a descriptive name for your new contact list view.
- Click 'Save List View'.
- Save filters as custom views for quick access.
- You've successfully organized your contacts in Insightly by creating custom views.
