Best Practices
Filter and Sort Your Contacts
Keep your contacts tidy by using list views.- To filter: Hover over any column header and click the filter icon that appears.
- To sort: Click the column name, and an arrow will appear to indicate that it’s sorted. Click again to toggle between ascending and descending order.
Create and Save Custom Lists
Once your contacts are sorted, save your work!- Click the Save as new list button to save filtered lists.
- Filtered saved lists update automatically—no need to refresh or redo your sorting.
Click here for more information on creating and saving lists.
Star Key Lists
Never lose track of important contacts.- Star the lists that matter most.
- Starred lists appear on your dashboard and in the Morning Coffee Report, so your priorities are always at the forefront.
Share Lists with Your Team
- Click on the Link icon on the list you want to share.
- Toggle ON Privacy settings.
- Enter teammates’ names, or—if you’re an Admin—share globally. Admins can also adjust permissions and star lists for everyone.
If you have any questions or run into any trouble, reach out to our support team at [email protected].