How to create a contact view to organize your contacts | Scribe

    How to create a contact view to organize your contacts

    • HubSpot Admin |
    • 6 steps |
    • 57 seconds
      information ordinal icon
      Tip! Contact views are like segments. And they are most useful when they are named with the action that you want to take with that segment of contacts. For example: People to follow up with, Reach out to connect, send a breakup email, etc.
      1
      Click "Contacts ", then again, click "Contacts"
      Click "Contacts ", then again, click "Contacts"
      2
      Click "All filters (0)"
      3
      Add the filters of your choice
      Add the filters of your choice
      4
      Collapse the filters, and click "Save view". Then click "Save as new"
      Collapse the filters, and click "Save view". Then click "Save as new"
      5
      Name your new contact view
      6
      Now your new contact view appears as a tab on your contact index page. You can drag it left or right between tabs.