Keeping your contacts organized is essential for a streamlined sales process and better team collaboration. With Pipeline CRM, you can import all your contacts into one central hub, making it easier to manage relationships and track every interaction. A well-organized contact list leads to greater efficiency, faster sales cycles, and improved ROI.
Below, you’ll find practical ways to organize contacts and maximize your team’s productivity.

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Best Practices for Organizing Contacts

Filter and Sort Contacts

After capturing a lead, start by sorting and categorizing based on their potential. In the list view, use the dropdown menus for each column to filter and sort contacts by multiple criteria. Customize which fields are visible using the manage column dropdown.
Example: Filter leads needing follow-up, then sort by source to prioritize referrals.

Create and Save Custom Lists

Once you’ve sorted and filtered your contacts, save the list for future reference using the Saved Searches dropdown. Saved lists update automatically, so you always see the most current records.

Starred Lists

Star important lists to keep them front and center. Starred lists appear on your dashboard and in the Morning Coffee Report, making it easy to track key contacts and stay updated.

Share Lists with Your Team

Sharing lists helps your team stay aligned and saves time.
To share a list:

1. Click the Actions menu (gear icon) on the list you want to share.
2. Select Manage Sharing.
3. Enter the names of users to share with, or—if you’re an Admin—share the list globally. Admins can also star lists for all users.

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Using these features, you can organize prospects, leads, and sales, ensuring everyone stays on the same page as contacts move through the funnel.
If you have any questions or run into any trouble, reach out to our support team at [email protected].