Quick summary
Insightly's Contacts section lets you organize customer data into custom List Views, so your team can quickly segment and access the right business relationships. By saving filtered views, sales and operations teams eliminate manual searching and keep their contact database structured and actionable.
Steps
- Navigate to the Contacts section to manage your business relationships.
- Open your contact database, where all customer information is centralized.
- Click the gear icon and select Add New List View to create a segmented view based on your needs.
- Enter a descriptive name for your new contact list view.
- Click Save List View to confirm and store your custom view.
- Save filters as custom views for quick access to segmented contacts.
- Your contacts are now organized in Insightly using custom views for streamlined management.
