Contacts · Saved views

The lists your team keeps coming back to

“Customers without an owner” should be one click, not a new filter every time.

Apply filters, sorting and columns on the Contacts page and save the result as a view. A view stores the setup, not a copy of the records, so it always shows current data.

Saved views above a deal list, with one view applied
What you can do

Find the right people, again and again

Views work for companies and for people.

Filter on what you know

Lifecycle, owner, tags, industry and size from the company registry, recent activity and relations.

Personal and shared

Keep a view to yourself, or let an administrator share it with the workspace. A shared view never shows records a member cannot otherwise see.

Export to CSV

Take the current list with you when it is needed in another tool.

Frequently asked

Know who to call this week

Tell us the list you rebuild every Monday. We save it as a view with you.