To save a view you need to first create a new view. Here’s how:
- Navigate to the 'Customers' section in your sidebar and select 'Contacts' to begin.
- Click 'Edit columns' to customize which fields appear in your contact view.
- Select 'Add columns' to include additional fields in your custom view.
- Choose the column you'd like to add.
- Click 'Apply' to confirm your changes.
- Now, click 'Edit filters' to narrow down which contacts show up in this view.
- Click '+ Add' to define your filter criteria and keep your list focused.
- Double-check everything looks good, then click 'Save' to lock in your custom view.
- Almost there, click the dropdown menu to save your newly configured view.
- Select 'Save as new view'.
- Name your view something memorable, hit 'Save', and you're all set!
