How to Organize Contacts in Insightly

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Here’s a clear breakdown of how to organize your contacts effectively:

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1. Navigate to the 'Contacts' section to manage your valuable business relationships.
2. Access your contact database, where all your customer information is centralized.
3. Click on the gear icon to create a customized 'List View' to segment contacts based on your specific needs.
4. Enter a descriptive name for your new contact list view.
5. Click 'Save List View'.
6. Save filters as custom views for quick access.
7. You've successfully organized your contacts in Insightly by creating custom views.