People Tab: Lists & Views

How to create different lists and views of your contacts from the people tab.

Updated over a week ago

Creating a List is an easy to way to strategically group and customize your People Tab to fit who you search for the most!

HOW TO CREATE A LIST:

  1. Go to the People Tab and select one or more People you would like to add to a List (you can sort by tag, by filters, Campaign, etc., and you can include a person by selecting the box next to their name).

  2. Next, select the "Save as New" button at the top of the filter box.

  3. Select a name for the filter to create the list.

You will find all of your created Lists under the "More" tab at the top of your People Tab.

There, you can select a created List from the dropdown to automatically apply the chosen filters.

TO PIN YOUR LIST OR SET AS DEFAULT VIEW:

  1. Click the "More" dropdown tab at the top of the page.

  2. Select the three dots on the right side of the list.

  3. Choose to Pin or set as Default View.

Pinning a List adds it as a tab to the top of the page for easy access.

Setting as Default View allows you to apply the List's filters automatically when selecting the People Tab.

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